I began my career 22 years ago in the financial services industry as a mutual fund wholesaler. Since that time I have led as an executive in a Fortune 100 insurance company and served as a state securities commissioner. I co-authored and published a popular personal finance book in July 2017. Today, I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.