As a Financial Advisor I am a personal coach for families’ finances. I help my clients design a custom investment plan tailored to their individual financial fitness goals.
I am passionate about maximizing investment dollars. I believe that every individual should have the opportunity to make their hard earned money work for them while availing themselves of every tax advantageous opportunity afforded them. To that end I work hard to maintain fluency in current and upcoming trends in U.S. and Foreign equity (stock) and fixed income (bond) markets, as well as other markets such as real estate, commodities, and precious metals. I also actively seek opportunities to further my proficiency in current and new opportunities to favorably structure social security, retirement vehicles (401K, Roth IRAs, annuities, etc.), insurance, and employer benefit plans.
I am a Scoutmaster with Boy Scouts of America. I have been honored in receiving the Ironman Triathlon Finisher award and being a former Pro Triathleth. I am passionate about arts and culture, children, education, and economic empowerment.