PREDICTABLE

We are here for all of life’s milestones.

PERSONAL

Taking time with clients is the only
way we know how to do business.

FOCUSED

Recognizing milestones in life and planning
for them is essential to positive growth.

HIGH-TECH

From RSUs to ESPP to Stock Options and
the tax consequences, we can help.

HEALTHCARE

Your industry is demanding. We can answer your
questions so you can stay focused helping others.

Welcome to Thimbleberry Financial

At Thimbleberry Financial we take the time to know our clients and their financial goals. We help our clients with all stages of their financial plan, from defining their goals to identifying possible strategies to implementing and reviewing the solutions.

Career & Family Focused

We know how to work with clients in the prime of their career.

Retirement Focused

We want you to live your life to the fullest.

Recovering From Loss

We are here to help you work through this difficult period.

Industries

We work with professionals from a variety of backgrounds

Working With Us

We believe that good financial advice requires a strong personal relationship coupled with a solid understanding of your situation and consistent service over time.

Financial Planning

Financial Planning

Financial Planning

Check out my background on FINRA’s BrokerCheck at http://brokercheck.finra.org.

PREDICTABLE

PERSONAL

FOCUSED

HIGH-TECH

HEALTHCARE