Welcome to Propel Financial Strategies, where we do things differently.

It’s our job to simplify your financial life and help your money grow.

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Transparent Approach

With 20 years of experience, we are a full-service financial services firm acting in a fiduciary capacity, including holding the ChFEBC designation. This unique qualification helps us better serve federal employees more effectively. We offer informational presentations and provide personalized reports to help you navigate your financial world. From general strategy to detailed retirement planning, understanding employee benefits and how to grow your money, we have you covered with a clear, tailored approach.

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Building Lasting Relationships

We believe in providing clarity. It's that simple. By listening to our client’s needs and going beyond conventional wisdom, we build solid, lasting relationships. Our tailored solutions are designed to bring clarity to your financial journey and empower you to make informed decisions. We are the resource you need to make wise financial decisions for a secure future.

What We Cover


  • Life Insurance
  • Long-Term Care
  • Policy Review
  • Beneficiary Updating

Business Planning:

  • Estate Liquidity
  • Deferred Compensation
  • Key Man
  • Buy-Sell Plans
  • Disability Life

Financial Strategies:

  • Diversification
  • Social Security Maximization
  • Liquidity
  • Tax Efficiency
  • TSP
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We’d love to meet you… in person or virtual meetings available.