I fell in love with the financial world over 25 years ago while working at a retirement community in Arizona, where I also drove the bus, and played Santa Claus for the residents.
Since then, I’ve worked with several companies, helping some of them start up, grow, and, in some cases, shut down.
Through all of that, I found that what I really wanted was to help people understand and grow their financial situation. I started my own company to give people a focus for their financial issues, whether it be tax-related or questions about their small business.
My mind kept going back to my days at the retirement home where I saw many instances of people who had no idea about their financial situation. So, I added financial counseling and insurance to my arsenal of tools and I enjoy bringing more knowledge and understanding to people’s financial lives.
Join me and see how I can help you too!
Every day that you wait to understand your financial situation can harm you much more in the future in so many ways: