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Our History

“Some things cannot be taught; they must be experienced. You never learn the most valuable lessons in life until you go through your own journey.” Roy T. Bennett 

After 22 years of successfully managing people and helping small, medium, and Fortune 50 companies solve IT problems, I chose to leave Hewlett Packard and embark on a new career, as an independent financial advisor.  I have been focusing on helping my clients solve financial problems.for the last 17 years.

My personal journey, successes and failures have provided invaluable lessons.  Divorce and remarriage, helping my parents through retirement, investing in rental properties, stock market volatility, and financing my daughter’s college education are experiences that have provided insights and wisdom unique to me.

I can better help my clients navigate their life’s journey.