President
CurrentAs Founder and President of Shield Financial, I help families preserve their assets from stock market loss, estate tax, probate, and catastrophic illness. I take time to get to know my clients financial situation, and personal goals. I then develop a plan to achieve those goals. As a preservation advisor, I don't take any risks with my clients money. We are strictly a safety based firm. Our claim to fame is that we've never lost a penny of our clients money, and we never will!!!