I help my clients achieve financial balance by taking a holistic approach to planning. The processes and strategies that I integrate into the lives of my clients are designed to create maximum wealth while enhancing protection against the multitude of financial threats, such as taxes, inflation, lawsuit, death, and disability.
My clients receives a personal website via the Living Balance Sheet, which is a tool designed to organize one’s entire financial life. The carefully maintained personal websites empower me to create a customized financial plan to help my clients and their families achieve financial independence.
This process is constantly evolving and I’ve made it my practice to adapt to my clients’ changing needs, wants, and opportunities.
Education and Training:
Northwestern University – BA, 2010
Life and Health Licensed
Investments, Mutual Funds, and Annuities
Series 7 and 66 licensed
Specialized Services Offered:
Individual Disability Insurance
Business Succession Planning
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.