"I've been committed, for the past 30 years, to serving business clients, high networth individuals, across every industry and sector in the United States."
BIOGRAPHYEducation & Career
Estate Planning Specialist
Built a nationwide, estate planning business overseeing hiring and managing 22 of the best estate-planning attorneys in the country. The company quickly became the 2nd, most productive, estate planning firm in the country.
Finance and Investments
I was the Advanced Business Planning Specialist at one of the nation’s top financial services firm. Became the #1 agent in 8 months and continued until my transition.
Awards and Recognitions
Perennial Million-Dollar Roundtable Producer
Lifetime Member of the Prestigious Who’s Who Among Financial Advisors
Multi-Year Keynote Speaker for the SBA (Small Business Administration)
2018 Tax Planner of the Year
CEO at Integrity FBCS
Integrity was created to solve the multifaceted issues of business owners across the country; we identified business owners were one of the most underserved groups in the financial services industry.