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About Me

The honor of having clients put their financial future on my back makes my career so fulfilling. 

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Do something today that your future self will thank you for." Sean Patrick Flannery

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Blog and TV Appearances

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Unique Approach

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Why The Bus?

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Working with clients long distance

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"Nobody cares how much you know, until they know how much you care."  Theodore Roosevelt

Do You Know Your Stuff, Financially?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."