We all possess one thing in common - a wealth building potential. It's an exciting, while at the same time daunting, task to maximize and protect this wealth building potential. It also poses the questions: What does that wealth mean to us? What will it do for us? What will it do for others?Connecting those answers to a financial strategy is where my passion lies. The result is a coordinated, meaningful, and impactful financial plan based on behavior and efficiency.The two main groups of people I serve are Optometrists and Executives with complex employer stock purchase/vesting guidelines. Occupations aside, I care most about working with good people that care about their future.Financial security and confidence are available to all of us - sometimes it just takes a coach. Let's connect.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4122473