Managing Partner at
Retirement Protection Solutions
Years of Experience
17 years
Number of Clients
80
Average Client Size
$1,000,000
Member Since
2026
I treat their financial life with the same care and responsibility as I would my own family’s. My goal isn’t just to manage money—it’s to help clients make confident decisions and build long-term financial security.
We work with clients approaching retirement or with $500,000 or more in investible assets for retirement. We also work with high-net-worth families and individuals. Clients selling highly appreciated assets such as real estate or a business we work with to tax mitigate.
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Economics Business Management & Finance
Obtained in 2011
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