Contact:
Hello! I am an independent financial planner and investment manager licensed with LPL Financial. I help businesses and individuals all over the country design their lives via financial planning, versus living a life in reaction to external factors alone. I use a proprietary process called The Wealth Engine Builder (TM) that is applicable to all walks of life. My services are 100% virtual, and often tax-deductible as a business expense. I am licensed for securities and insurance in many states. Our first discussion about what you are hoping to accomplish is free, and I can help point you in the direction of the right professional to hire if it isn’t me. Feel free to book directly on my company website or on the Facebook page.
