About
As an investment strategist, I am your bridge from six-figure success to multi-million-dollar wealth.
With over 34 years in finance, Iâve guided high-earning professionals, entrepreneurs, and couples to grow their wealth from six to seven figures and beyond.
My clients are often high earners with solid financial foundations, including homeownership and established assets, but theyâre eager for more. They want to avoid costly mistakes, achieve faster growth, become better-informed investors, and build a sustainable financial future for their families.
Who I Work With:
* High earners ready to move from six-figure portfolios to a seven-figure legacy.
* Aspiring Investors seeking to understand portfolio management through expert mentorship.
* Those with $6-7 figure income looking for an investment advocate who acts as a âsecond pair of eyesâ on their portfolios.
Let's work together!
As an investment strategist, I am your bridge from six-figure success to multi-million-dollar wealth.
With over 34 years in finance, Iâve guided high-earning professionals, entrepreneurs, and couples to grow their wealth from six to seven figures and beyond.
My clients are often high earners with solid financial foundations, including homeownership and established assets, but theyâre eager for more. They want to avoid costly mistakes, achieve faster growth, become better-informed investors, and build a sustainable financial future for their families.
Who I Work With:
* High earners ready to move from six-figure portfolios to a seven-figure legacy.
* Aspiring Investors seeking to understand portfolio management through expert mentorship.
* Those with $6-7 figure income looking for an investment advocate who acts as a âsecond pair of eyesâ on their portfolios.
Let's work together!