I got into the financial services industry over 25 years ago because I want to help more people reach their financial goals.  In my lifetime I have seen too many people – family, friends and strangers – NOT be able to fund their children’s education, retire on a meaningful income, and in many instances, put food on the table at the end of the month.  I decided that I wanted to be in a position to help the masses be better at understanding finances and be better equipped to manage their financial situation and reach their financial goals.  Reaching the end of the month before reaching the end of the paycheck, living comfortably in retirement and reaching the end of our life before reaching the end of our assets, and helping your children further their education is something that should be attainable for all of us, whether our annual household income is $50,000 or $500,000.  We serve the high net worth and ultra high net worth clients.  We also serve the average American chasing the American dream.