Director of financial planning and wealth management specializing in guiding successful individuals and small business owners to minimizing taxes and achieving lifelong financial independence. Goals focused advisor with a no-pressure consultative and educational approach to planning. Provider of fiduciary-level independent advice targeting the fulfillment of client needs, wants and wishes.Securities & Investment Advisory Services offered through Royal Alliance Associates, Inc. member… Show more Director of financial planning and wealth management specializing in guiding successful individuals and small business owners to minimizing taxes and achieving lifelong financial independence. Goals focused advisor with a no-pressure consultative and educational approach to planning. Provider of fiduciary-level independent advice targeting the fulfillment of client needs, wants and wishes.Securities & Investment Advisory Services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Pinnacle Taxx is not affiliated with Royal Alliance Associates, Inc. as a broker/dealer or investment advisor. Show less

Financial advisor to individual and small business owners looking to maximize their financial potential. Builder and manager of custom investment portfolios designed with flexibility to adjust to market conditions and client lifestyle changes while weathering the unpredictability of market cycles. Provider of comprehensive financial planning to give clarity and guidance in achieving client goals such as retirement, child education funding, legacy planning and risk management.

Founded CDW Financial in March of 2007 to step away from the captive relationship of working for a life insurance company and into the independent financial services world. Began offering investment advisory services to individuals and small businesses to help them maximize their wealth potential while minimizing risk.

Insurance and investment sales and consulting to individuals and small businesses.