While the work we do impacts a variety of individuals and families, my focus is on helping business owners and executives sort out the complexities in their financial lives. Corporate executives approaching retirement will transition to a distribution phase of life. As we create income in retirement, many people do not understand their tax liability or the tools we can use to minimize that obligation. Additionally, small business owners have financial complexities that often require the oversight of a dedicated financial partner.
I was drawn to a financial advisory career early in life. Money was always a limiter growing up in a fairly poor household. It was for my family and many others a cause of great stress, fear, and disruption. This negative experience drove me to understand financial markets and financial planning so I could better provide for my loved ones and the many clients in my care.
•North Central College •Wayne State University •The American College