I have been in the financial services business for over four years. My major area of concentration is overseeing the Platinum Services side of Boundless Financial Solutions. I also take a leading role in being the Proactive Coordinator for BFS’ Virtual Family Office comprising over 60 experts in the financial, legal, and tax arena.
I believe in a holistic approach to building & protecting one’s financial house by utilizing our Virtual Family Office. No component or product stands alone. Each is an important gear in the machinery of your life. I believe in coming to you, at your home (or business) where we can share ideas & walk together on your life’s journey.
We are currently engaged with both S.O.F.A. (Society for Financial Awareness) and Poor Richard’s Financial Literacy to provide educational seminars & webinars on a variety of financial topics. Please go to prfl.org for more information.
On a personal side, I am a singer/song writer, having written over 100 songs. You can find me on YouTube, Spotify, iTunes, and more. I’m a diehard Patriots fan, and love my Husky!
