Why do I do what I do? I believe that while it's important to help increase one's wealth, it's also important to help protect that wealth and that many times, the proper balance isn't sought, or presented. I believe that most individuals don't understand investments and/or insurance and I seek to help you understand exactly what you've invested your hard-earned money in. I also believe that most individuals don't know whom to trust. Being a Chartered Financial Analyst® and Certified Financial Planner®, whether I work on your behalf on a fee-basis or earn commissions based on my specific recommendations, I am unbiased and objective in my recommendations as I represent dozens of insurance companies and multiple investment platforms.