Experienced financial professional with over 20 years of industry experience as an executive, professional public speaker, and financial advisor. Striving to deliver personalized service to high-net-worth clients through unwavering dedication and experience. Utilizing my seven-plus years of ...more

Experienced financial professional with over 20 years of industry experience as an executive, professional public speaker, and financial advisor. Striving to deliver personalized service to high-net-worth clients through unwavering dedication and experience. Utilizing my seven-plus years of military service and 20 years of professional experience to help families, professionals, and business owners strive to achieve and sustain financial independence. Specialties: Fee-based Wealth Management, Retirement Planning, Business Retirement Plan Management, Brokerage, Estate Planning.less