People are my passion and client satisfaction is my aim! I have over 20 years customer service and sales experience in three different countries. This has contributed to me being a well-rounded individual when it comes to providing superior service to clients of all walks of life.
Why would I want to become an Authorized Financial Adviser!?! It’s simple:
• I would like to help younger people make smarter financial decisions.
• To help people my age and older, to make the correct decisions.
• To help people retiring to make the best final decisions.
So; in a nutshell, I want to help younger people to not make the same mistakes I did, to help others make good decisions which will benefit them in the future and attain financial freedom. I want to help people retire with peace of mind that all their hard work has not been in vain, assuring them the opportunity to live out their lives they way they want to. I’m a simple man with simple life goals being there for others and listening, which is a gift I intend to use to the best of my ability.
“You can have everything in life you want, if you will just help other people get what they want.” -Zig Ziglar
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.
Four budget changes to consider when starting a family
Starting a family can be one of the most rewarding milestones a couple can experience. And one of the most stressful.
Planning for your first child might seem like a daunting and overwhelming task, but managing your finances need not be when you have a good idea of what to expect and how to budget around it.