Who I Work With

Advisor Services


Fee Based Financial Planning

A comprehensive evaluation of your current pay and future financial state. Take the guessing out of your planning.


Retirement Planning

Retirement planning, in a financial context, refers to the allocation of savings or revenue for retirement.


Business Exit Planning

Exit Planning is the creation and execution of a strategy allowing business owners to exit their businesses on their terms.



In general, to invest is to distribute money in the expectation of some benefit in the future.


Disability Insurance

Disability insurance is a type of insurance that will provide income in the event a worker is unable to perform their work and earn money due to a disability.


Life Insurance

Insurance is a means of protection from financial loss used to hedge against the risk of a contingent or uncertain loss.


Long Term Care

Long-term care is a variety of services which help meet needs of people who cannot care for themselves for long periods.

I received a degree in finance and entered the world of real estate. I slowly began accruing rental properties and peaked with 44 rental properties in my portfolio. I naturally progressed into becoming a real estate agent. I was a successful and enjoyed the nature of the business, but eventually another great opportunity came knocking.