I believe everyone deserves an equal shot at financial security. The gap between high net worth investors and those just beginning their financial journey is real. 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 rather than following conventional “wisdom” and marketing created by financial institutions.
My goal to empower you with facts that demonstrate how your money can work for you. As a $1.2B portfolio manager in New York City, I had a front row seat to Wall Street’s tactics. These create wealth for the privileged few who know how to grow their assets when the average investor struggles. Frustrated with this culture and its values, I turned to entrepreneurship and started my own business. During the 18 years at the helm, I experienced the highs and lows of being a self-funded small business owner. 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.
