Overview

My business is to engage people in Financial Planning, so they can work toward a Greener Planet.

Due to my engineering background, I want to ensure that every aspect of the plan has been thought through, and looked at from every angle.

As an environmentalist, I want to ensure that all the pieces of the holistic puzzle are incorporated.

As a military veteran and former Federal contractor, I want to make sure that the entire team is working together to pursue the mission.

My practice spans the country, and I also enjoy working virtually.

I am here on this site, to help grow my business as quickly,efficiently, and sustainably as possible.

Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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