Our Team

Meet Our Team

Our team of experienced professionals have one goal at Liberty Wealth Advisors: to be available to you whenever and wherever you need us. We pride ourselves on being 100% accessible for our clients at all times, which is why each of us have chosen to take advantage of the nationally remote positions at our firm and mold our environments into areas that are built to serve our clients at a moment’s notice. We feel that we are in the trust business rather than the investment business, and as a result, our team members will do whatever it takes to earn your trust and make you feel secure when working with us.

Our team collectively holds the following qualifications, ensuring we can assist you with every area of your goals and needs:

Certified Public Accountant (CPA)
Certified Financial Planner® (CFP®)
Certified Wealth Strategist® (CWS®)
Accredited Investment Fiduciary® (AIF®)
Chartered Financial Analyst® (CFA®)
Certified Information Systems Security Professional (CISSP)
Chartered Retirement Planning Counselor (CRPC®)
Certified Plan Fiduciary Advisor (CPFA)

Please explore our website to get to know us a little better. If you feel that one or more of our professional team members has the potential to develop a strong, long-lasting relationship with you, please schedule an appointment and learn more about how we can help.