Business Owners, College Funding Strategies, Estate Planning, Financial Education, Insurance Strategies, Risk Management Strategies, Investment Strategies (Reg. Reps Only)
English
Growing up, sports were my life. From elementary school sports all the way through playing football at the collegiate level, I learned that the best way to rise to the top and benefit everyone involved was to be an outside-the-box thinker and do the unrequired to accomplish goals. Little did I know that this passion would lead me to become a Financial Planner.
The first time I read this quote, a light bulb went off.
“In America, there are two tax systems: one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.” -Judge Learned Hand
Retiring with confidence isn’t easy. Becoming “wealthy” isn’t easy. Keeping as much of YOUR hard-earned money as possible with the IRS constantly wanting more isn’t easy. But it is possible! Regardless of whether you are a W-2 employee or a Business Owner, I’ve made it my passion to turn my client’s questions into clarity, so they can retire with confidence and sleep well at night knowing they have a strong financial strategy in place.
If you’ve got questions, I’m happy to speak with you.
I look forward to meeting you!
CRN202410-935777
Check the background of this investment professional on FINRA's BrokerCheck
King'
s College (2017-2020)
Exercising
Reading
Football
Volunteer Football Coach