Personal Details
Presentations
- All (6)
- Videos
- Photos
- Slides (4)
- One sheet (1)
- Press information (1)
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Books & Articles (4)
Expertise (9)
Awards & certifications (3)
Chartered Financial Consultant
The American College of Financial Services
2007
Chartered Retirement Planning Counselor
College of Financial Planning
2012
Accedited Small Business Consultant
Association of Small Business Consulants
2019
Recommendations
Why choose me?
I help Successful Professionals and Business Owners develop a work optional lifestyle in <10 years.