05/30/2026
I’ve been working on something big behind the scenes at Sound View Financial Advisors, and I’m excited to finally share it.
As of April 1, I acquired Waypoint Financial Planning following Alan Dossett’s retirement, and I’m incredibly grateful he chose to partner with me and trusted me with his clients. That kind of trust means a lot.
It also matters to you.
When you choose a financial advisor, you want to know the person guiding you is building something steady, thoughtful, and built to last. You want continuity. You want personal service. You want to know your family is working with a firm that’s growing in the right way.
That’s exactly what I’m building at Sound View, and I’m excited about what’s ahead.
If you’ve been looking for financial guidance for yourself or your family, this is a good time to get to know us.
Visit us on the web: https://zurl.co/qbpnR