About Me
I have an advanced degree from SOHK (School of hard knocks) Self educated through reading 800+ books. Financial Advisor, series 7, 63,66, life and health for 22 years. Retired at age 49 on February 7 2023. Expert on investments, life insurance, estate planning, health insurance and entrepreneurs. Over $200,000,000 invested for clients, before I retired. Spent significant amounts of money on coaching from top tier experts. Moved to Puerto Rico in 2023 for the Act 60 tax incentives. Daily guest on the Big Show with Michael Patrick Shiels for the investment/economic report for several years. (the largest radio show in Michigan) 3 time million dollar round table producer under age 30. Dozens of production awards. No social media for privacy reasons.
Where I can help
Rates
Find me on the Minnect app and ask me a question or booking a call!
15 minute minimum. Extend time available in call.