I believe everyone deserves an equal shot at financial security. We all know about the gap between high wealth investors and those just beginning their financial journey. KNOWLEDGE levels the playing field. Understanding that it’s possible to create the financial future you desire if you’re willing to LEARN and be OPEN to a principles-based approach.
I’m here to empower you with facts that demonstrate how your money can work for you. When I was a portfolio manager in New York City, I had a front row seat to the Wall Street tactics that created wealth for the privileged few who knew how to grow their assets during times when the average investor struggled. I was frustrated with this culture and its values and started my own business. During the 18 years at the helm, I experienced the highs and lows of entrepreneurship. In retrospect, I would have benefited from a clearer understanding of how to protect my assets and prepare for the unexpected. Now, I’m on a mission to share lessons learned with my clients as they seek to achieve financial freedom on their own terms.