WHAT I DO: I help attorneys, real estate finance professionals, professional athletes & business owners achieve financial freedom by providing arbitrage lending strategies and tax mitigation solutions.I do it by leveraging myself and my team with over 67 years of experience combined in the industry, learning what works best for client’s needs and incorporating customized solutions into my planning strategies. WHAT MAKES ME UNIQUE: Elevate Financial Partners was formed after we gained multiple years of collective experience working at one of the largest Broker-Dealers in the country, and we felt that individual client needs were not always being heard. We don’t believe in a “one size fits all” approach – Elevate was created knowing that unbiased independent advice was crucial for our client’s success. We were driven to build a firm with robust financial planning and asset management solutions providing endless options for our clients so they could experience more flexibility and customization.SERVICES I PROVIDE: (see experience section for a full list of offerings) -Investment Advisory-Insurance Planning -Tax Planning -CFO & Fractional CFO -Financial Consulting & Fee-Based Planning RESULTS: We have helped clients save millions of dollars in both pre & post tax strategies that were to be paid to the IRS. Elevate has received multiple awards including being ranked nationally at major life insurance carriers. I have created a multi faceted firm with multiple departments along with strategic partners, and I have achieved every award at MDRT working my way up to their highest honor, Top of the Table for the past two years. READY TO TALK: Connect with me here on Linked In and let’s start a quick conversation!