It’s Time to #ReIMAGINE the relationship between
your money and your life

We’re on a mission to make financial planning affordable and accessible to the #NextGeneration.

Let us help you organize, protect, and plan your financial future through a relationship with a financial advisor who is just like you.

No account minimums. No dress code. No confusing jargon.

Just a brand new way to get on track – and stay on track – for good. You’ve got this – because you’re with Blueprint.


We’ll give you the tools you need to get your financial house in order


We’ll learn about your goals and help you create a plan of action


We’ll help you fully protect your balance sheet from life’s uncertainties


We’ll work together on a strategy to help you create great savings habits

get your financial house in order

Out of Town?

Live outside of the Charlotte metro area?  Busy with your growing family? No problem.

We offer virtual meetings to make working with us easy and convenient so it fits in with your schedule.



Check the background of this firm on FINRA BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Blueprint is an agency of the Guardian Life Insurance Company of America (Guardian), New York.

Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA , SIPC. OSJ: 4201 Congress Street Suite 295, Charlotte NC 28209. 800-532-2829.

PAS is an indirect, wholly-owned subsidiary of Guardian. Blueprint is not an affiliate or subsidiary of PAS or Guardian.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian
Important Disclosures

2017-49883 Exp 11/19