Our Story

As a stockbroker with a wall street firm, I marketed investments to retail investors' life savings.

As a loan officer at a consumer finance company, I read credit reports and loan applications, approved and declined credit for tens of thousands of lending situations.

Through those roles, I saw that earnings and wealth do not necessarily go hand in hand. But that experience on both sides of the balance sheet enabled me to apply the right strategies to my personal life. I own my home, pay cash for cars, financially weathered a brutal divorce, saved enough to send two children through college without loans, and have an over-funded retirement plan although many years from retirement.

Now I advise clients to live lives free from financial worry.