About Us

Meet the team dedicated to
empowering your inheritance journey

Who Are We?

Rooted in Family, Trust, and an Unwavering Commitment to Your Well-Being

When wealth changes hands, it changes everything – responsibilities, emotions, and priorities. Our family-led team of CERTIFIED FINANCIAL PLANNER® professionals are here to help you navigate 
all of it, with understanding and personalized guidance.

Founded by a father and his two daughters, we proudly share over 
50 years of combined experience in guiding clients through complex financial decisions with empathy and care.

We understand that inheriting significant wealth is rarely ever a simple process. At a time when you could use a steady hand, we come to the table with patience, perspective, and the kind of partnership that transforms your inheritance into a roadmap for a more secure financial future.

To learn more about Bourke Wealth Management, our parent firm, click here.

Meet Your Lead Advisory Team

Is Hello Inheritance®​​ Right For You?

Selecting the right financial partner is an important
decision to make, especially when it comes to managing
a significant financial event. Take a look at what some of
our clients have to say about working with our team.

Don’t Just Take
Our Word for It

What Our Clients Say

This team is a stellar, comprehensive group of multi-talented and highly experienced professionals who have met all my financial planning needs for more than a decade. As a clinical psychologist, I know that money is a major source of anxiety for most people. Every conversation I have with my advisory team leaves me feeling reassured, confident, and secure that the thoughtful options in their wide repertoire will ensure I do not outlive my resources. This past year, they were even proactive in identifying ways to reduce my capital gains taxes—advice that was completely unsolicited, yet very welcome. I whole-heartedly recommend this team without reservation.

Kristi W., Ph.D.

Hello Inheritance made a complicated situation much easier to deal with. I always felt supported, assured, and very well guided throughout the process. Their professionalism and expertise gave me real peace of mind, and I truly felt cared for even after everything was completed. Without hesitation, I would refer a family member or close friend to them—I’m genuinely happy knowing they always have my back.

Kim F.

Working with this team has been an incredible gift during a very challenging time: transitioning my elderly parents into managed living while also taking on the oversight of their investments. There’s no question that they are qualified experts when it comes to wealth management. But, as important, they’re also deeply sensitive to the emotional weight that comes with managing a life change this momentous. I am truly grateful for their professionalism, competent guidance, and human compassion.

Lisa R.

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Resources & Insights

5 Costly Mistakes to Avoid

Protect the wealth you’ve inherited with a checklist of five of the most common, avoidable pitfalls we see.

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Ready to Get Started?

Schedule a call with our team today to learn more about us
and how we can help you make the most of your inheritance.
START THE PROCESS