Financial advisor with 14 years of financial experience advising individuals and businesses. Client relationships are built upon trust. This trust allows me to provide unbiased and objective investment advice consistent with the needs, objectives, and life goals of my clients. Financial planning is the cornerstone to ensuring financial success. There are four pillars of financial planning. The first is saving and growing your assets. Second is securing your lifetime income. Third is protecting your family. Fourth is wealth transfer. This is accomplished by utilizing a comprehensive, proactive, and consultative approach employing experienced money managers, in concert with banking and lending partners. Utilizing life planning techniques will ensure consistence of strategies and client needs. Regularly and proactively review investment programs and client profiles to help ensure compliance to client goals and objectives.