President
CurrentI know what it’s like to watch a loved one lose nearly their entire retirement. It served as a pivotal moment in my life and imprinted in me the desire to become a financial advisor. I have always believed that being an advisor is more than just about money. It’s about forming and nurturing relationships and helping people achieve their dreams.As president and founder of Global Wealth Advisors, I facilitate the organization as a trusted financial planning and comprehensive wealth management firm focused on helping you reach your goals. Under my leadership, GWA has experienced measurable growth as people like you find confidence in our knowledge and select us to be their advisors of choice.I lead a team of highly skilled and educated professionals who share my vision for excellence in how we treat our clients. Our 3P Approach enables us to “Plan” a roadmap, especially for your goals, partner with your other trusted advisors as a cohesive team to help you “Prosper” as you meet your goals as quickly as possible, and “Protect” your dreams by helping avoid natural tendencies to let fear and cognitive biases guide their decisions.I have a pulse on the latest news and information and have been published in multiple national media outlets. I’ve written dozens of articles and newsletters dedicated to helping you reach your objectives. My specialties include financial planning, wealth management, estate planning, asset allocation, investment planning, retirement planning, income tax planning, employee benefits planning, buy-sell and succession planning, business planning, and insurance planning. Find out more at: www.gwadvisors.net
