I am a Certified Family Business Specialist that works with business owners, executives, and their families to ensure the necessary strategies are in place to help secure their financial future.Helping high net worth clients identify and analyze challenges and opportunities, I am also a Certified Private Wealth Advisor® designee. The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential for wealth managers who work with high net worth individuals, focusing on life cycle of wealth: accumulation, preservation, and distribution. Many business owners find that their personal life and business life are practically inseparable. I feel this demonstrates the importance for financial planning which takes into account the unique considerations and opportunities of owning and operating a business.Having been in the financial services industry since 1995, I have worked with numerous business owners and executive management to identify, anticipate and avoid the most common mistakes that plague businesses. This includes addressing the financial needs and products for every stage of a business life cycle while taking into account personal financial goals and dreams.I am licensed to sell insurance in WI, AZ, CA, FL, MI, MN, TX, HI, and NM and securities in WI, IL, AZ, CA, FL, MI, MN, TX, HI, OH, and MA. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. CA Insurance License #0C27168Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 900 E 96th Street, Suite 300, Indianapolis, IN 46240 (317) 469-9999. Triumph Wealth Management is not an affiliate or subsidiary of MML Investors Services, LLC, or its affiliated companies. CRN202112-257094