Looking for financial freedom?
Do you feel behind in saving for college or retirement? My focus is on helping you develop tax-favored plans enabling your family to fund college and retirement. Let me show you what I've learned in regards to effectively managing your money now, to put you at ease in the future.
With a long career in the tech sector, I'm not your typical financial professional. If you are raising a family and working hard to provide for them, I can relate to you. I lived through the challenges of funding our children's education, dealing with the tax consequences of stock options and RSUs, and the lack of time to plan for retirement.
I work alongside a team of financial professionals at Thrive Wealth Solutions. We provide a full range of licensed and credentialed financial services.
Invest in yourself; click on my calendar to explare how I might help you; then check out my blog.