As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Advisor since 1993.
YourLife Financial was created in 2009 when I left Assante Capital Management after 10 years. While at Assante Capital Management I served as an assistant branch manager.
When I left Assante to form YourLife Financial I was frustrated with the traditional approach to Financial Planning. To me it was too focused on the numbers and not you as a person. What I found was at first people said they wanted to do a financial plan but when the work began, the process would start to fall apart. It took me a while to understand what was happening and finally one day the light bulb went off.
There was no emotional connection and people do not like numbers.
YourLife Financial was created with the idea that I am here to help you reach your own personal vision of life and that I am here to work with you on the financial aspects of that part of your Life. I take a collaborative/educational approach in working with you. I want you to know why you have made certain decisions and not just have me tell you you need to do this.
I have developed the YourLife Vision Plan™ as a process that changes the conversations you would normally have with your financial advisor from one focused on numbers to one focused on discovering what is truly of importance to you in your life and how do we plan to attend this.
I work as part of a larger team of financial professionals; investment specialist, insurance and underwriting specialists and tax and estate specialists.
We can work on your investments, insurance and estate planning needs Have conducted workshops to small business groups and individuals working toward or in retirement with a focus on the preservation of their wealth.
Focus is on high-wealth families, small business owners and professionals.
Use FundEX Investments Inc as back office and compliance supervision for investments and IDC Worldsource Insurance Network for insurance products.
Personal interest included travel, photography, home renovations, ice hockey and looking after my pack of dogs and cats.