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I have no preconceived plan as to what your strategy or objective should be. Instead, I will help you discover through an educational process, how to help you achieve your financial dreams and desires. I have over 30 years’ experience in wealth creation, tax reduction and money management skills. Trust, contagious enthusiasm and outstanding service are my core values, values I share with my clients and professional colleagues.
At Advanced Financial Concepts, all financial decisions are coordinated and integrated. It is our objective to help our clients build the maximum wealth with every dollar earned, to maintain access to their money whenever possible, to use strategies to replace wealth used during retirement for heirs and successors and to achieve financial success under all circumstances. For our clients, financial success is not optional. We want our clients to make efficient money decisions, to help them obtain their path to financial freedom.
My experience and hands-on approach will provide you and your family with front line access to a professional financial specialist who is honored to assist you with the macro-management of your financial future.
Investment Advisor Representative
2018 – Present
1995 – Present
2018 – 2019
2015 – 2017
2011 – 2015
2000 – 2011
Chartered Life Underwriter
Chartered Financial Consultant
Life and Health Insurance
Advisory Services offered through RDA Financial Network, a registered investment advisor. RDA Financial Network, d/b/a Advanced Financial Concepts. RDA and Advanced Financial Concepts are not affiliated.