My interest in financial planning came when my father was diagnosed with stage 4 kidney cancer. As the “fixer” of the family, I was searching for strategies that could help prepare us for the financial impact this would have on his personal finances and our 35+ year old family business. At the time, I had just sold my interest in my own company providing me a great deal of time to explore the different strategies & approaches prevalent in the marketplace. I was greatly disappointed by the low level of overall expertise I found; it seemed like everyone simply wanted to transact.
Now I strive to help others avoid the same pain our family endured. I created Diamond Client Group as a specialty team, aimed at helping business owners and the high-net worth achieve growth, lower taxes, and prepare for the unexpected.
- Insurance Strategies
- Investment Strategies
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