Meet one of our expert podcast guests.
As Co-Founder and Senior Partner for InvestWise Financial, LLC, I have dedicated myself to the financial industry for over 30 successful years, continuously enjoying every minute of my endeavor.
Offering important advice has helped me build my foundation of strong, long-standing relationships with all my clients by helping them find the safety and security they deserve. Many have said that I excel at making complicated investment concepts easy to understand. I receive that as a great compliment.
I am thankful to be surrounded by a loyal team of associates who share in my dedication toward helping to ensure we meet all our client's needs, giving them in return financial freedom by safeguarding their futures.
Our team brings exceptional value by taking on a holistic approach focusing on our client’s current and future needs. We stand by their side, coaching them throughout this process and believing that the road to success begins here. Some of the areas our team focuses on are:
• Developing individualized investment strategies.
• Implementing proactive tax planning.
• Maximizing retirement planning.
• Estate planning.
• Different areas of insurance, including Life, Long-Term Care, and Medicare.
• Social Security Analysis.
• Generational Planning.
I am also Co-founder of White Glove, and a Pickle Pro for Money Pickle. On a more personal note, I am a happy husband to Micky for over 15 years, and a proud father to four wonderful children who bring joy to my life daily. I spend my free time enjoying family vacations to Florida, golfing, and boating.