"A wise man has money in his head but never in his heart" - Jonathan Swift
This is a great way to describe how I help clients prioritize what's important to them. Making the most of the resources they have to make the most of life and impact the lives of others around them. Success is defined in different terms personally and professionally. I help my client's identify the success they want to achieve and then provide them with a custom blueprint as a reference point.
I engage my clients by providing a range of services including full service planning, project consulting services, targeted strategy design & implementation, and Fiduciary Portfolio Management as needed.
Before entering the financial services industry, I graduated Hodges University, College of Business Cum Laude with a degree in Financial Management.