With nearly 20 years of experience in the financial industry, I’ve noticed that most successful people have a lot on their plates, and consequently, they don’t have the time or energy to tend to their wealth the way they deserve. They have an idea of the kind of life they want to live and the future they want to build, but they’ve never outlined exactly how they’re going to make it happen. As an advisor, I get to help solve this problem. I help driven, busy people fine-tune their personal and business financial plans so they can make the most of their success. I’m passionate about bringing order to complex situations and building things that last, and I’m adept at helping my clients simplify their financial landscapes and establish strong futures for themselves and their families.With a background in hospital and medical practice administration, I understand the challenges business owners and physicians face. Maximizing their financial opportunities requires thorough attention to detail, which is why I review every aspect of both their personal and professional financial worlds when developing a plan. I help them streamline everything so it’s easy to see where they stand, where they want to go, and how to get there. Then I educate them about their risks, opportunities, and resources so they can make informed, confident decisions for themselves, their families, and their businesses.From 1989 to 2007, I also served in the Louisiana Army National Guard and was deployed to Desert Storm, an experience that taught me the value of grit, loyalty, and perseverance, qualities I carry with me in my business today. I am the founder and principal advisor of The Lorey Group, a financial advisory practice serving successful physicians, business owners, and families. I am also a Member Agent of The Nautilus Group®, an exclusive resource of New York Life Insurance Company where I collaborate with experts experienced in law, taxes, life insurance, accounting, and charitable giving.