We all have areas in our financial lives that could benefit from assistance. Many advisors recommend services without looking at their clients’ overall picture, which can lead to a false sense of security. My mission is to make sure that none of my clients fail financially due to something that was preventable. By taking a wholistic approach to help clients make the most of their current situation, they will be better able to grow, protect and keep their wealth.
My specialties include business planning, life & disability insurances, investments, as well as many forms of college and retirement plans. I am a fan of environmentally sustainable investment options, and can help clients find funds that fit their moral, as well as their financial goals. Traditional financial planning has failed a generation. Simply relying on 401k’s, IRA’s and benefits from work is a common mistake that can get people into trouble.
Having worked for many years as a podiatrist, I am driven to help other physicians and professionals. At 25 years old, I was the owner of a huge student loan and no information about how to run or protect my new business and salary. I wish that I would have had someone come explain to me about the time value of money and why it is important to save, despite carrying that debt. Helping other professionals with this knowledge, as well as with teaching the many options to grow and protect businesses, is a high priority.
When not helping clients with their finances, I’ve done some work as a real estate investor. For fun it's usually cross-train fitness, getting outside, playing with my son and experimenting with vegetarian/vegan meals.
Give me a call at 512-651-3124 or send an email to [email protected]
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian