I'm a Financial Advisor with years of experience in Wealth Management and General Management. I provide comprehensive Personal and Business Financial Planning services and act as the CFO of your life and/or business to coordinate and manage your financial world and guide you towards financial success. If you need any services or advisement in the Financial and/or Insurance space - I can help!

In the first meeting, you will get an overview of my Financial Planning Philosophy, my Process, and my Pricing, as well as discover what you're looking to get out of this. If you decide to move forward, we will capture data and information and analyze your financial situation in order to identify threats and gaps and build an action plan. My goal is to protect your cash flow, build wealth, secure retirement income, and guide you towards financial well-being and avoiding failure. My team and I address all areas of your financial life from legal to accounting to retirement income.  

I charge the minimum amount allowed on this platform for the first meeting. I am not looking to make money on meeting fees, I am looking to build a life-long business relationship built on trust and expertise.