A Business Mentor in the Financial Industry
I have coached and trained hundreds of financial professionals into successful and profitable business owners. Well-respected within my firm and the industry, I have received recognition and many awards. One of which I am mainly known for is leadership and the rapid expansion of my business in a short period.
I will listen to you and am mainly interested in learning about your goals and what is important to you.
My focuses are on financial education, debt relief, protecting income through life insurance & living benefits, and retirement solutions utilizing annuities, as well as access to Estate Planning resources.
My holistic approach is intended to put you and your family’s financial future on the path to independence and security.
My story
I am first generation American and grew up in Cambridge, Massachusetts.
Growing up, my mom was self-employed and the breadwinner of the family. As with most families, she never had someone from the financial industry approach her and care to educate her on the importance of financial literacy, as with millions of people. Especially building wealth and protecting their ability to earn income.
I began to really want to learn from my own mistakes. I had to do something different and make a change. I decided to learn everything I possibly could about money. Immediately I began networking and eventually partnered with multiple successful industry giants who had been in the industry for 10+ years earning six & seven figures. By spending a lot of time with them they generously were willing to give me, it wasn’t long before I became brutally aware of how much is unknown to the masses. I was astounded by how millions of other families are suffering from the neglect of the financial industry because they weren’t wealthy, and that there were answers for everybody!
My passion was taken to the next level when I observed how much I was able to turn someone’s finances around by sharing a few simple concepts and how much their life improved because of that. At that point, I decided to do this full-time and left my career in Real Estate even though I was doing well. That was, as of this writing, five years ago.
See, I firmly believe everyone deserves a true and workable financial education and strategy, no matter their net worth.
Now, thousands of people come to see me one-on-one, in seminars, or while public speaking to improve their financial literacy or to mentor them to build a business of their own within the financial industry.
My Vision
To help a million families become financially educated, protected and building wealth.
To personally mentor and develop 100 individuals to become business owners in the financial industry, because I cannot help everyone alone. The need is much too large.