Nice to Meet You

My Story

I learned about money from my grandfather who built everything with his hands and always found ways to fix things rather than throw them away. I took that message to perserve what you have and value money. I did everything from returning bottles at constructions sites, a paper route, mowing lawns and selling eye glasses; to name a few. Then I would ride my bike to the bank to make deposits looking at my paper checkbook.

As an adult, I took what I learned and built wealth and made it a prirority to teach others. In addition, I took the lesson from my grandfather to preserve and be reponsibile hence, I am focused on buying products and services that have quality while making a positive environmental impact. 

I have spent many years helping clients achieve their financial goals teaching the motto to "treat your personal finance as if it was a business." No matter how much you make, the same money management principles apply to everyone. My path is to educate by teaching in one-on-one sessions; however, you will be empowered to be a decision maker with financial choices. Once the planning is done, then we'll have a relationship for years to come.