My mission is to help inspire people to make beneficial changes in their financial lives through education, service, and guidance, all delivered in a cool manner. I do that by using the following beliefs to drive my actions…
- I believe that planning can be cool and exciting
- I believe that downside protection is more important than upside gain potential
- I believe that being cash-rich is much better than being cash-poor
- I believe that my independence gives clients a clearer picture of their options
I serve people who are generally too busy managing the rest of their active lives to fully dive into the weeds of finance. Clients that work with me can expect financial clarity through refreshing honesty.