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About Me

I knew nothing about personal finance. So, I:

  1. Chose a career in financial planning for the sole purpose of educating myself so I could set up my family for financial success.
  2. Became an advisor to manage others financial plans and successfully helped millionaires and multi-millionaires increase their wealth substantially.
  3. Left the traditional wealth management world to create custom financial strategies, FOR ANYONE, without the pressure to sell investment management or investment products.
  4. Coach Millennials one on one to craft a custom money and life strategy using Math and Mindset to support all of their life goals. 

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