I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
U.S. Air Force Academy (graduated in 2000)
Walden University (graduated in 2011)
Walking in the park
And of course networking!
Affiliations & Memberships
U.S. Air Force Academy
Certified Professional Coach from the Institute of Professional Excellence in Coaching
Certified Department of Defense All-Source Analyst
Any Veteran Related Organization
- Insurance Strategies
- Business Owners
Check the background of this investment professional on FINRA's BrokerCheck