Areas of Practice

The 6 pillars of holistic financial planning.

01

Portfolio Management

We work together to review , analyze and manage your assets that are outside of your retirement plans. This includes but is not limited to college planning and wealth accumulation.

02

Retirement Planning

We work with you to help you achieve your retirements goals, Starting in the accumulation and continuing trough the distribution phase.

03

Financial Planning

We work with you to create a personalized strategy that aligns your various financial goals with actionable steps and the use of various financial tools.

04

Budget and Debt Management

We work with you to create a strategy and plan to pay down debt, build savings and maintain lifestyle.

05

Risk Management

We review and provide feedback your various insurance policies. This includes life, homeowners, auto, disability, long term care etc.

06

Estate Planning

We work together to establish and understand the legacy or impact you want to leave on your family, community, church, etc.

10+

Years of Experience

In Default Mortgage; assisting customers in collections, bankruptcy, foreclosure, applying for modifications and individuals with Reverse Mortgage and their families.

15+

Years of Experience

In the Entertainment Industry as a dj and owner of my own mobile dj company, and managing TALENT.

Join the Team

Join us in shaping the financial future of our clients and contributing to their success. If you’re passionate about finance and helping others achieve their goals, apply now to become a valued member of our team!

Financial Planner

As a Financial Planner you will have the opportunity to learn and grow in the field of financial planning while developing and implementing financial plans for clients across various stages of life.

Life Insurance Agent

As an Entry-Level Life Insurance Agent you will have the opportunity to make a meaningful impact on clients’ lives by helping them protect their families and assets through life insurance products.