Did you land on this site somewhat reluctantly?
Do you feel like you need help, but distrust, "Wall Street," and the financial advisor community in general?
I get it. Let's talk.
My path to financial planning was neither straightforward nor easy. That winding road gave me a unique and valuable perspective on investing and life.
After working through the crucible of the 2008/9 financial crisis, I decided to take a page from Monty Python... “And Now for Something Completely Different.” In 2010 I opened Rold Rite Sushi, a wholesaler of fresh sushi and other Asian foods to the trade. I grew the business until I sold it in 2015 to take on the most important job of my life to date, as a stay-at-home dad.
When my son entered school, I knew I wanted to return to finance. This time I have a selfless desire to help people that I learned by working in the food business. Food service workers want to make people feel better. I want to share knowledge and wisdom that can help folks better prepare for the future. I want my clients to feel better and worry less about their future because they have a plan for it.