I joined the Financial Services industry in 1991, after an interesting meeting with an individual who introduced to me wealth building strategies that were indeed different than what I was employing so far in my life. My background was in the accounting field. I realized that these strategies were not being shared with the average person and the difference they could make was significant, I decided to join the industry and help educate families on a “Better Strategy” for wealth creation and help them get on the road to Debt Freedom and Financial Independence.
It’s been a very rewarding journey, not only have I educated many on a “Better Strategy“, but I’ve also been blessed by having the opportunity to learn a lot of life lessons from my clients, who are now all part of our family as we’ve grown our friendship over the years.
It’s been exciting as we’ve watched our clients get on the road to debt freedom and financial freedom! We’ve had the pleasure of seeing the children of our family’s graduate debt free and our clients realize their goals and dreams along the way! Many of our clients have been able to retire well before their targeted goal!
All of these wonderful memories were able to transpire because we took an educational approach in assisting our clients to develop and implement a plan. We have always let our inner philosophy guide us in our direction, Always putting our client’s best interest ahead of ours, Always.
I give credit to my Father as he instilled in me, at a very young age, a work ethic and a stern statement “Do Good Work and Good Fortune Will catch up to You” no matter what you choose as a career.
We have built our family business, Independent Financial Strategies, on this philosophy and developed a holistic approach to planning which focuses on Wealth, Health and Fitness.
I am very Proud of the accomplishments of our clients, as they have had to apply the proper disciplines to accomplish their Goals and Dreams. They’ve made us look good as a by-product!
I am also Very proud of my Daughter as she has been a huge part of the success of our growing business and I look forward to the future as we work together as a family, to help More Families accomplish their Goals and Dreams!
