MY BELIEF

MY MISSION

To honor my calling as a Financial Advisor and Mentor by providing world class financial services based on passion, integrity and education.....and helping people discover the true meaning of "wealth" along the way.

MY VISION

A world where we are not controlled by money, but we control it & every generation is inspired & confident to include generosity in their financial plan. This starts with helping people get on the right track to financial freedom and off the hamster wheel of life.  We do not live in vain; we do not live aimless.  We set goals & money just becomes the means, the tool, to reaching those goals.

MY VALUES

Humility, Excellence, Accountability, Love, Trust, Humanitarianism

"And whatever you do, do it heartily, as to the Lord and not to men" Colossians 3:23

Financial Planning with a Vision

I have the privilege and joy of sharing a vision of a world where every generation is inspired and confident to include generosity in their financial plan.  I am devoted to helping my clients discover the true meaning of financial freedom & "wealth".  Prosperity that fulfills not only personal dreams but the dreams of others.  

My team and I specialize and work extensively with philanthropists, corporate executives, business owners, doctors, surgeons & women.  Our client base has unique and varied financial planning needs allowing us to exercise our expertise at different stages in the process.  We work hard to fulfill these needs while igniting a passion in them to serve others.

I look forward to the opportunity to help you achieve your financial and philanthropic goals as we strive to serve others together.

Here are my areas of expertise

Financial Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Long-Term Care Planning

Investment Planning & Strategies

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