Financial Advice is more than investing money, building a financial statement, and increasing net worth. It is about helping people find answers to all the complications associated with their money. My goal is to lead, inspire, and direct others in building their legacy through values-based investing.

Nearly 30 years in the financial services industry. A Former Manager in central Illinois and District Trainer. Clients in Florida, Illinois, Arizona, Michigan, South Carolina & Indiana. Local Offices - Bradenton and Sarasota.

I love helping my clients achieve their dreams and generate a lasting legacy. "A generous man will prosper - he who refreshes others will himself be refreshed" -- Prov 11:24