Description
I’ve had the blessed opportunity since 2009 to help middle income families and small business owners become properly protected, debt free and financially independent with a comprehensive, customized and best of all complementary financial plan based on their goals and dreams . Been in Huntersville Nc from 2008 moving from Ct with my wife of almost 25 yrs now. I am so fortunate to be able to serve my existing and future clients in the journey of building or enhancing their Financial House!