About Us

I work to educate people how money works and look to make a positive impact on their financial future. Target markets: LGBT-Rainbow Community, Arts community, IT, Engineering and open minded people who want to make a positive change in their lives.

The products and services we offer

Products & Services
We will go through an education process to talk about everything from Car, Home, Umbrella, Medical and Life Insurance and what the right limits are...
IRA, Roth IRA, Brokerage accounts to save for your future
Is your company ready for a 401k or is your current advisor not providing top level service. I partner with a team at Armor who specializes in 401...
Recommendations Given (4)
"Great service and knowledge"
"Creative and efficient."
Recent Activity

Cary from Mutual of Omaha Answered this on November 13, 2017
Email. I just feel I can summarize people's concerns easier via email. (more) Email. I just feel I can summarize people's concerns easier via email.

Cary from Mutual of Omaha Answered this on October 13, 2017
I believe it depends on needs and pricing. I paid for a one time consult a few years ago and it was helpful. But I've seen some pricing out there that is way out of line with the value. (more) I believe it depends on needs and pricing. I paid for a one time consult a few years ago and it was helpful. But I've seen some pricing out there that is way out of line with the value.