Hey there.

I have a passion project that is starting to grow.

What is it?

Helping people escape the financial rat race.

I’m reaching out to my network as I’m expanding my financial strategist practice.

I've been managing finances for my family since we sold my father’s businesses, and it's always been a passion of mine. With things going well on that front and fielding regular questions about finances from people, I've decided to officially open my financial practice to people outside my family and close friends.

🎯 This is important. What sets me apart is:

I don’t have any minimum investable amounts to work with me. None.
🆓 I don’t charge a thing for building someone a financial plan. Not a dime (FYI - I built 923 in 2023).
I have a ton of financial expertise that I’ve built up as a C-level banking executive managing other people’s money.

Know anyone who could use a financial coach?

No pressure at all. I’m simply sharing in case you come across people who want help taking control of their finances. If so, I’d love to talk with them.

Just let me know how I can help you or your network.

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