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I am passionate about helping others achieve their financial dreams.

One of my main strengths is being able to take a subject that people think is very complex and break it down into bite-sized pieces. I always say, “Let’s start where you are and build a financial plan that works for you”!

Wisdom & Wealth Seminars

I cover the following topics:
Debt Elimination, Roth IRA vs Traditional IRA, Employer Sponsored Retirement at Work, Rollovers, Annuities & How They Work, Retirement Planning For Business Owners, & Life Insurance

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Financial Planning

This involves working with a Financial Planner to look at your current and future financial picture and putting a plan in place to help you achieve it. It involves consistent reviews to ensure that your plan keeps up with your life.

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Spreading Financial literacy is something I am passionate about. I love speaking about all things related to money and entrepreneurship and can customize content to fit your audience’s needs. Click Link for more information

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