I know

    THE PROBLEM IS NOT ABOUT MAKING MONEY, THE PROBLEM IS HAVING TIME TO MANAGE IT + MAKING IT WORK FOR YOU.

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    I’ve walked the walk

    I spent several years as a high performing B2B sales executive working for Fortune 100 Companies and start-ups. I can help you maximize your compensation, stock options, and show you how to optimize your earnings to build long lasting wealth. I take a teaching approach with my clients. I provide advice and plans that are consumable and make the financial planning process fun, really.

    Investment Management

    I provide portfolio recommendations and management with Nobel Prize winning money managers. This is where we build your wealth!
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    PERSONAL FINANCIAL PLANNING

    This is where we dive deep to make sure we address each of the key areas in a financial plan to help you protect and grow your wealth.

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    I‘ve got your back!

    Don’t question it. I want to be your first call when you’re making big financial decisions, whether you’re thinking about buying a home, selling stock, or you get that big commission.

    As you need support throughout the year, I am available by phone or in-person and will respond within 24 hours.

    Let me help you

    take the guesswork out of financial planning and show you how to invest properly to protect + grow your wealth.

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