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.
As the third generation of my family to work in the financial services industry I’ve seen firsthand the result of sound financial decisions and offer that real-world experience to my clients.
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. If you look me up on IMDB you can see my 15 minutes of fame!
Schedule a Time to Talk
If you'd like to schedule a time to speak with me just CLICK HERE to access my calendar and set something up. We can meet in person or via a web meeting. The first appointment is a 30 minute introduction to see if there's a fit between what I do and what you're looking for.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian