Regional and National Resources

In developing your personal financial plan, Sila Resources draws upon the specialized knowledge of local and national planning professionals such as plan designers and investment and insurance specialists. Our professional team consists of industry specialists who have strong technical backgrounds in all areas of financial planning.
 

The objective of the financial plan is to provide each of our clients with a financial profile that will help them to structure and review their financial resources - income and assets - to most effectively help towards meeting their financial objectives. Through our integrated approach of investment, insurance and financial planning, we are able to deliver our clients one comprehensive financial plan that helps towards meeting each of their personal and professional financial goals.

Certifications/Designations: CFA: Chartered Financial Analyst; CFP®: CERTIFIED FINANCIAL PLANNER™; ChFC: Chartered Financial Consultant; CLU: Chartered Life Underwriter; JD*; Juris Doctor, licensed, not practicing; LLM: Master of Laws; MBA: Master of Business Administration
 

Abbreviations: LFA: Lincoln Financial Advisors, a member of Lincoln Financial Group; LFD: Lincoln Financial Distributors, a member of Lincoln Financial Group