Enjoying Life, Building Wealth and Leaving a Legacy" is the cornerstone on which I have focused my current career. As a former baseball player, I had the fortune to be around many outstanding coaches who took an interest in my career and my success. This became the basis for me striving to make a difference in others lives. By "Coaching & Advising" my clients utilizing various cash flow strategies, among others, I may assist clients in achieving the desired results they seek while having a positive difference on their lives.
Wealth Management extends beyond having to worry about the success of a product(s) or "hoping" everything will work out. It includes both Wealth Building and Wealth Protection. My many years of experience in this profession has made me realize that effectively communicating these concepts to my clients through the "Coaching & Advising" experience may assist them in finding the TRUE Wealth Management result they seek.
When I'm not coaching my clients, you can find me out on the golf course. Baseball has been a big part of my life. I spent 6 years in the Atlanta Braves organization. Currently I'm coaching my grandkids baseball teams.
If you want to chat about baseball or golf or want to learn how I can help you enjoy life, build wealth and leave a legacy let's grab coffee. Give me a call at (732) 528-4800 ext 211 or email me at firstname.lastname@example.org.
Financial Representative of Guardian and Registered Representative and Financial Advisor of Park Avenue Securities, CA Insurance License Number - 4044040.