I provide an analysis of your current financial situation and help you:
Identify financial goals and concerns
Illustrate what is being done to reach your goals and deal with concerns
Identify gaps if present, and offer solutions to fill them
Education
Under Graduate in Business from University of Colorado
Hobbies
Traveling, Cooking, Reading History books, Cooking, Jogging,
Affiliations & Memberships
Rotary International
Community Involvement
Part of Charity organization for kids education International
Languages: English
Credentials: MBA
Specialties:Insurance Strategies, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Business Owners, LGBTQ, Special Needs, Business Succession Planning, Estate Planning, Group Benefits, Retirement Strategies, Financial Education