Our Team

Financial advising is the perfect recipe for me to help others, develop plans to create solutions for clients, educate others about the financial markets and actually having a use for being a sponge for news. When you are lucky enough...

As self-employed individuals, we use the Health Plan Marketplace to purchase healthcare. Since I have a background in HR, I figured it would be no problem. However, because of the way the system is setup, there were things I...