I enjoy showing people how money really works in their world. How wealth is successfully accumulated, spent and transferred cannot be done with products alone. A strategy and purpose must be woven into each and every product or service we purchase in our lifetime.
At Consolidated Planning, we take an uncommon approach on how to build a robust, overflowing, protected balance sheet. In doing so, I am able to move my clients toward and help them maintain optimal financial balance. Our approach to planning gives our clients the ability to enjoy their wealth while living without compromising their legacy.
As a student of this profession, I currently hold a Series 7, 63 and 65 securities registrations; Life and Health and Long Term Care licenses; Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
On the personal side, I have a keen respect for the friends and family I have in my world. I understand that life can change in a moment so I enjoying the blessings I've been given. In my spare time I enjoy anything on or around water as well as playing trumpet in multiple groups around the area.