Since 2006 I have been working with executives, attorneys, and business owners on efficient and effective financial decision making. The overall objective being to improve net worth and reduce risk, so they can enjoy more security, clarity, and confidence.
The key areas I work with my clients on are:
- Cash Flow Analysis
- Lifestyle and Asset Protection
- Wealth Building and Estate Organization
- Business Succession/Exit Planning
- Insurance Analysis, Planning, and Design
One of the things I love about my business is that many of my clients have become longtime friends as a result of our work together. Prior to joining the financial services industry, I enjoyed an exciting career in the entertainment business where I worked on commercials, episodic television shows, press junkets, and feature films.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M82639