724 Bielenberg Drive
Suite 131 & 128
Aligning your personal values with your financial resources
Doing what you say, putting others ahead of yourself, and doing everything in your power to accomplish the mission are all things that veterans live (and die) by. It is what I miss most about my time in the service. That dedication should be rewarded, and veterans often have particular challenges, that I feel I excel in planning for.
People don’t care how much you know, until they know how much you care. – Dr. Ivan Misner. Putting your money where your mouth is, living/earning/spending/saving to help make the world a better place is something that I strive for, and hope to help EVERYONE achieve, in whatever way makes sense for them.
Planning for the long term. Not only the for your life, but also the legacy that you leave behind on this earth. Measure twice, cut once. An ounce of prevention is worth a pound of cure. I work with people who are looking into the future and who want a plan for how they can get there.
Veterans have served and protected our nation with honor. I want to show them how they can help clarify and prioritize their goals so they can pursue the secure financial future that they deserve.
Veteran. Engineer. Environmentalist. Geek. Learn how my experience has shaped my views on how I help people like you.
Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.