Specialties
About Me
With over 20 years of experience in financial services, I specialize in helping high-income professionals build and protect wealth through proven strategies in tax planning, real estate investing, mortgage banking, and asset management.
As an Accredited Investment Fiduciary® (AIF®) and Certified Blockchain & Digital Assets (CBDA) professional, I bring both traditional financial expertise and forward-thinking insights to every client engagement. My background also includes multiple licenses in securities and insurance, allowing me to provide a comprehensive approach to financial planning. I’ve been recognized by Kiplinger as one of America’s Retirement Experts, and I host the Jet Setting Wealth Advisory podcast.
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Interests & Hobbies
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Always free for clients.
Credentials
CBDA, AIF®
Chartered Designations
What do these credentials mean?
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Disclosures
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and DTY Wealth Planning Solutions are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.