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.
