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Your Financial Future, Secured

I will help you unveil the vast canvas of investment Opportunities, and embark on a Personal Odyssey through the Expansive spectrum of Investment solutions. Work with a unique and versatile guide, a financial educator and Advisor: adhering to the ordinary is a missed chance. Your financial goals are an adventure, and your strategy should be a testament to the extraordinary narrative that is uniquely yours.

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Services

I have a decade of entrepreneurial experience and over 7 years of dedicated service in the financial industry, I bring a unique blend of artistry and expertise to your financial journey. As a former professional cellist, I’ve fine-tuned my skills in precision and attention to details. Now, as an Investment Advisor Representative, Financial Educator, and proud father of a future astronaut, my passion for excellence extends to inch-perfect retirement planning, goal-based advising, and a holistic approach to investment analysis and projections. Let’s compose a symphony of financial success together.

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

Family

I look forward to helping you and your loved ones explore their financial goals.

Here for you!

I've helped people just like you explore their goals -- and in many cases, meet them. Reach out and let's discuss your goals. 

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Financial Literacy Center

I believe that an educated investor is an empowered one. Browse my financial literacy center and take control of your financial future.

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
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The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.
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More information you can use

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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