Growing up, sports were my life. From elementary school sports all the way through playing football at the collegiate level, I learned that the best way to rise to the top and benefit everyone involved was to be an outside-the-box thinker and do the unrequired to accomplish goals. Little did I know that this passion would lead me to become a Financial Planner.
The first time I read this quote, a light bulb went off.
“In America, there are two tax systems: one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.” -Judge Learned Hand
Retiring with confidence isn’t easy. Becoming “wealthy” isn’t easy. Keeping as much of YOUR hard-earned money as possible with the IRS constantly wanting more isn’t easy. But it is possible! Regardless of whether you are a W-2 employee or a Business Owner, I’ve made it my passion to turn my client’s questions into clarity, so they can retire with confidence and sleep well at night knowing they have a strong financial strategy in place.
If you’ve got questions, I’m happy to speak with you.
I look forward to meeting you!
King's College (2017-2020)
Exercising, Reading, Football
Volunteer Football Coach
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