Although my first career was aviation (USAF and Southwest Airlines), I made a decision ten years before I knew I would be forced out of aviation to become a Financial Adviser. This idea came to me not only from my personal and academic interest in financial independence but from the introduction of 401(k)s as the primary retirement choice for companies. I noticed many people struggling with this rather new retirement product and decided to become a Certified Financial Planner(TM) and increase my expertise in this area. I now consider myself an expert in Financial Planning and Portfolio development. I also have a high level of knowledge of integrating legacy planning, insurance, and annuities into the Financial Plan.;I have 15 years of experience in the financial industry. I specialize in aviation professionals.My goal is to educate clients on the power of having a Financial Plan to guide their family to financial independence.Specialties: Certified Financial Planner (TM)
Listed skills include Portfolio Management, Annuities, Aviation, Risk Management, and 5 others.