Specialties
Retirement PlanningEstate PlanningBusiness OwnersWealth ManagementInvestment Planning
About Me
I founded Wakefield Venture Group with the goal of assisting clients in every aspect of their financial lives.
I provide comprehensive and personal service for each of my clients and I strive to create financial stability.
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Interests & Hobbies
golfcollege footballhikingfamilybicycle
Ready to talk?
Always free for clients.
Credentials
WMCP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Investment Advisor services offered through Compass Advisory Partners, LLC (CAP) and Csenge Advisory Group, LLC (CAG), Registered Investment Advisors. dba Wakefield Venture Group.