As a Wealth Manager with a unique perspective, I specialize in building and protecting the wealth of business owners and employees in the trades industry. With a background operating heavy equipment in a small family company, I understand the challenges of being a trades employee and the sacrifices that come with being an owner.
It's concerning to see so many successful businesses without a financial safety net or plan to monetize their hard work when it's time to exit the business. I create tailored financial strategies to create long-term wealth for my clients, allowing them to focus on what they do best - building their company.
I'm passionate about helping people work smarter, not harder, and creating time freedom for those around me. I specialize in categories such as:
- 401k, SEP IRA, SIMPLE IRA
- Portfolio management
- Passive income management
- Insurance (long term care, life, disability)
- Financial plans
Let's work together to build your wealth, protect your future, and create the financial freedom you deserve.