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My Story

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I decided to become a financial professional teaching people how to retire well for deeply personal reasons.

I have seen friends and family members who are scared about running out of money in retirement. I have seen people, experts in their own fields, struggle to manage their money and achieve their financial goals.

I am confident that with my training and background I can help people better prepare for retirement. After decades in the business, I have learned not only how to tailor solutions to meet individual needs, I have learned how to teach people in a way that they can understand and take action.

Many people need help from a financial professional who makes things simple for them. Someone who acts in their best interest. Someone who speaks in plain English. Someone who works with them to make a plan they can follow; a plan that helps them reach their goals.

I know I can be that person for you; to guide you through your financial journey.

So your life becomes easier and less stressful. So you can focus on fulfilling your dreams and pursuing your passions.

Visit my LinkedIn Profile to take a deeper look at my professional experience and how I can help you.