All too often, good counsel is given in a bubble. Families, professionals, business owners and entrepreneurs all have one thing in common. They rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations. Your circle of trusted professionals--your lawyer, accountant, investment consultant—are all very good at what they do, based on their unique areas of knowledge.
But, who sees the big picture? Who puts your personal wealth, your wealth in retirement and the stability of your loved ones into the equation? With access to world-class products and services we can create a personalized and flexible approach that incorporates complementary financial solutions for each client.
As a former United States Marine and Washington DC Police Detective, I have dedicated my life to service. I continue in service to the wider community by fulfilling the mission of First Financial Group, "Protecting Wealth and Creating Legacies."
Areas of Focus:
- Business Planning
- Executive Benefits
- Tax Mitigation Strategies
- Wealth Accumulation
- Wealth Protection & Wealth Distribution
- Business Succession
- Retirement Plans
- Group Benefits