Here are the Top 10 reasons for “Why Me?”:

  • Master’s Degree in Finance
  • Board-Certified in Financial Planning
  • Independent Financial Advisor and Small Business Owner
  • Boutique practice with less than 100 households
  • Raymond James, Fidelity Investments, and American Express experiences
  • International Best-Selling Author published in Personal Finance
  • Custom content on web and social media
  • Clean background on BrokerCheck®
  • At “halftime” of career (20 years down and 20 more to go)
  • Son of an educator

If you would like to consider choosing me as your financial advisor, please contact us.