Overview

Over 16 years in the industry, working for the best names on Wall St. Most of it spent as a wholesaler helping advisors make sense of the markets and building portfolios for their clients. Broke out a few years ago to become a financial advisor because we need more fiduciaries! I've been on my own now for 3 months as an independent financial planner and expanding like crazy. Specifically, I educate and empower Gen X and Millennials on all things around their ___ off debt, increasing savings, improving their credit scores, etc. (Don't be ignorant, they have $!) By offering multiple payment options, I have a diversified revenue source: hourly, packages, workshops and investment management. My philosophy is three pronged:

* Keep fees and taxes paid low so more money can go to work for the client
* Diversify the portfolio among many asset classes to ensure the best risk/reward relationship and rebalance
* Have a financial plan

In addition, I believe in tax location, harvesting and efficiency. I'm not a big fan of annuities, whole life, VUL or any other expensive insurance products. At the end of the day, I help individuals and business owners plan for life's expected and unexpected moments.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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