I learned early in life, that to succeed no matter what you do, you have to earn a person’s trust, understand their specific needs, and put their interests first each and every time.As part of a non-captive independent financial advising team, we are able to partner with numerous companies to provide our clients with the best possible choices for their insurance, retirement and investing needs. Through our network of contacts we can refer clients to other professionals such as attorneys, CPAs, and mortgage lenders in order to take a holistic approach to their planning needs.Specialties: Asset allocation that looks beyond just stocks, bonds or mutual funds in order to eliminate extremes in a portfolio.Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser Infinity Wealth Management, LLC is not owned or controlled by World Equity Group, Inc.