I believe everyone deserves an equal shot at financial security. For so long there’s been disparity between high wealth investors and those just beginning their financial journey. What levels the playing field is knowledge: understanding that it’s possible to create the financial future you desire if you’re willing to engage progressive investment principals.
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. When I became frustrated with this culture and the values espoused by corporate America, I started my own business and ran it for 18 years. I experienced the highs and lows of entrepreneurship and 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 greater financial freedom.