Life is work in all its beautiful forms. Family, health, faith, relationships, professions, and hobbies.
Where you are today isn’t a result of one single decision, and most of us don’t wake up every morning to go out and do our Life’s work just so we can have a certain dollar amount in retirement. It’s all about the experiences we share and memories we create along our journey.
My life’s path has brought me to a role I’m very passionate about. I get to form strong relationships by empowering successful businesses and professionals with uncommon knowledge on the 19 areas of a modern balance sheet that has a great impact on our financial lives daily. My team of experienced Advisors and Planners quickly learn how to identify needs by priority, and how to best meet financial objectives.
Take a moment to think how much has happened in the last 30 years...the commodification of internet data, the exponential rise of e-commerce, social media and the risks of hacking, American wars, global financial crisis, dotcom bubble burst, record tuition debt for an entire generation, oil commodity price plunge…all these are factors that have greatly impacted every day hard-working Americans, not to mention the unexpected personal life events that could derail future plans for your household at any time.
I joined the White Rhino family because they believe in providing value up front, believe in a team model, and provide me the opportunity to work alongside a leadership team that has over a hundred years of combined experience in the field of Financial Planning. Our Mission: TO EDUCATE AND EMPOWER INDIVIDUALS TO BUILD A ROBUST, RELIABLE, COMPLETE, AND IMPENETRABLE BALANCE SHEET, TO CHALLENGE COMMON FINANCIAL MYTHS.
White Rhino is part a vast network of accountants, consultants, attorneys, real estate agents, and other specialized professionals with one focus in mind - to organize and optimize your financial life! When you’re successful, I’m successful.