My passion is helping people save and invest for their retirement in order to achieve financial independence for themselves and their families. One person can change your life for the better. For me it was a close family friend who was and is a very successful businessman. He guided me in learning about finances and goal-setting from early on in high school, and this led me into my life as a Financial Advisor. I knew I wanted to live a life helping others pursue their financial and life goals. As a Senior Financial Advisor, I'm in it for the long-term with you. I'm here to coach and advise you on your path toward retirement, and to help you enjoy it once you arrive. Understanding your financial situation, preferences, and goals will help me to help you.