Who Am I, and What I do
I am lucky! I have been given the chance to both do work that I truly love and engage in that work on behalf of families who inspire me every day!
My best days are spent helping families learn how their money works, how to grow it, how to protect it, and how to position themselves to spend and enjoy more of it so they are happier now. As a retirement income specialist I help clients secure a retirement income stream they can never outlive and that takes healthcare into account. Clients learn how to preserve their wealth for generations to come.
Learning new concepts and understanding old ideas more thoroughly requires time and someone to teach those principals in an unbiased platform. You can find more information about what I do and how I do it on the About Me tab at the top.
Do you have an event that you would like to have included into my community calendar? Click on the red “Add Event to My Calendar” button to have an event scheduled for inclusion, or email me at firstname.lastname@example.org for any additional concerns or questions regarding the community calendar. If you would like an anonymous event, send an email to the link above. Thanks!