General Info:
I will shatter your pre-conceived ideas about money and what to expect from your financial advisor. A custom personal financial model is created for each client and it is monitored and managed by us, your personal Macro Managers to ensure everything is working together to achieve your goals. Instead of a Financial Junk Drawer of ineffective and uncoordinated products, we deliver integrated strategies to reduce debt, build wealth, lower risk, add benefits and increase retirement income. Life is full of unpredictable things. Loss of a job, disability, lawsuit, business failure, tax law changes, financial institution fees, inflation, recessions, and death to name a few that can greatly affect your financial stability. We can't always stop or change these events, but what if there are ways to negate or recuperate the losses? What if there are ways to bolster your saving efforts and better protect the assets that you have? What if you could have real financial peace-of-mind? I am married, a father of four kids and think of myself as a MacGyver kind-of-guy. Originally from rural Upstate New York, I spent my young adulthood studying mechanical engineering, traveling, living overseas, learning Spanish, working hard and owning several businesses. With an uncanny ability at problem-solving, designing and building things; I am able to quickly identify issues, find solutions and implement strategies. I am passionate about helping others and the idea of being able to add value and change the lives of people around me drove me to look for a way that I can truly impact lives throughout lifetimes. I always bring a high level of integrity, energy, persistence and dedication to my client's endeavors. My purpose is to advocate for my valued clients, and those that they care most about, by utilizing a process that protects and maximizes their wealth potential and allows for the control and enjoyment of that wealth.