Specializing for over 25 years in advising businesses and individuals on their Health and their Wealth. My goal is to assist in designing a blueprint for success with business owners as they build their financial fortress.As a consultant in the employee benefits field I have assisted over 500+ companies in designing, implementing and monitoring their benefit programs and their personal planning. Our goal is to help the business owner and their key employees in achieving continued financial growth and success both personally and professionally.I have extensive experience in the following industries: Law / Legal, Accounting, Professional Service, Non Profit, Gaming, Retail, Manufacturing, Technology Development and Data and Programming and Venture Capital backed businesses, Publicly Traded Companies.Specialties: Executive Benefit Plan design and Implementation, Financial Planning for Corporations and Individuals, Medical Benefit Programs, Retirement Programs, Investment Fiduciary.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. TLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.