With a Bachelor degree in International Business and a Juris Doctorate I found that my passion wasn't so much in business or in law, but in helping individuals and businesses succeed by protecting and maximizing their financial assets.
I originally obtained my Series 7 and 63 which allowed me to make recommendations and invest on behalf of my clients. I also chose to obtain my Florida 2-15 license because it provided me the ability to not only give the protection my clients need when"life happens," but also to incorporate the those same protections into their financial planning to strengthen their financial portfolios.
With my legal and business background, I came to recognize a deficiency in the financial planning market. Advisers were focused on planning for the accumulation period of retirement, but ignoring the protections of their client's assets and even more so, the distribution of their assets after retirement. I also so the lack of proper planning for small to mid size businesses when almost all operating agreements were not written as the owners intended which opened them tovulnerabilities that would cause a business to ultimately fail.