For over two decades, I have had the privilege to coach and develop strategies with/for successful professionals and business owners with families that allow them to maximize their financial potential. In doing so, it frees them to focus on their passions, loved ones and unique ability. At FourFront Wealth Management, we guide you through our Navigation for Wealth process. Our strategy offers the guidance through the four phases of financial life: accumulation, pre-retirement, retirement, and legacy. Through our years of actual experience, collective knowledge, and expertise we are always at the forefront of planning strategies for each of these four phases.We take Socratic and macroeconomic approach with our clients. The how and the what are table stakes in financial planning and advisory. As fiduciaries, we’re able to work on the client’s side of the table - always for their benefit. Our commitment is to continually search for the "why" with and for our clients. What is the purpose of the wealth, the work, the money? Building and managing a plan with these objectives at the forefront is our purpose and mission.Personally, I am proud to have won industry awards and have business designations, degrees, and certificates. However, my greatest accomplishment – and the thing I am most proud of - remains our clients' success stories. I’ve always been passionate about my own personal and professional evolution. The realization that if you are not moving forward, you are standing still. I understand that to continually learn gives me the ability to provide the best advice for my clients. I enjoy attending industry meetings and study groups with peer professionals, being a Strategic Coach for entrepreneurs as well as continually seeking spiritual guidance through church and gurus. When not in the office, I enjoy playing a round of golf (and love it for the challenge and the humility it provides) as well as softball, yoga, working up a sweat on the Peloton, spending time – and having fun - with my family.Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group®, Inc. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the state(s)of AZ, CA, CO CT, DE, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NV, NY, PA, SC, TN, VA, VT, WI. No offers may be made or accepted from any resident outside these specific states.