"We were not taught financial literacy in school. It takes a lot of work and time to change your thinking and to become financially literate” ~ Robert Kiyosaki
My desire to increase my financial literacy started while working with surgeons as a sales rep with Johnson & Johnson and has continued to this day.
As my incoming grew at J&J I was told I needed to start investing, but didn’t know how. I was introduced to a financial planner that didn't offer much help in terms of education. A friend of mine suggested I read some advanced financial books. They weren't all that fun to read but they open my eyes to various techniques the wealthy use in their lives.
As fate would have it, I was introduced to a firm in Utah that taught clients financial techniques of the wealthy. After going through the process as a client, I left J&J and moved to Utah to help them promote and teach these concepts to others.
In helping clients increase their financial literacy I also started helping business clients raise the capital they needed for expansion. Over the last 10 years I have been able to help a handful of companies raise $42 million.
After getting my MBA from Westminster College in 2015 and continuing to raise money for companies, I started to see glaring gaps in the advice various “financial advisors” were given to my clients.
What I saw as a need, was a process similar to what I had when I first moved to Utah. A process a client could plug into and get sound advice and continuing education from advisors across multiple specialties. Advisors who were all there for the benefit of the client. A process that put value in front of commissions.
We can help you create a clear financial roadmap through a holistic financial planning approach. Through our national referral network we help optimize the efficiency of your wealth management strategy.
You can contact me by email or by scheduling an introductory call. When scheduling a call please put in the description you're scheduling the call from this link. It will help me better prepare.
Let’s get to work on your future.