My job is not to manage your money for you. I'm here to provide you the tools and assurance you need to make informed and independent decisions on your own, with my support along the way.
My curiosity in investment led me here. The lives that were positively impacted by sound financial advice is what keeps me here.
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.