I am a CFP Investment advisor and operate as an Independent Registered Investment Advisor working with individuals and businesses to help people meet retirement income goals among other financial goals. Being independent means that there are not several layers of business who are concerned about their profitability which gives me the unique ability to charge fees that are directly tied to the services I provide for clients - not everyone uses all of my services and they shouldn't pay me as through they are using all of my services. Being a Registered Investment Advisor, I am fee only which aligns my advice with your goals.

Investment advisory services provided by Paradigm Wealth, LLC, an SEC Registered Investment Advisor. Additional Information at www.r2wealth.com, please contact me for a copy of forms ADV 2A or ADV 2B.

I have been in the investment industry for 20 years. I started off with a regional firm that was commission based. After a few years there, I decided the quotas on the commission based investment area was not for me - I wanted to provide advice and do more than just sell. I moved to an independent Broker Dealer and started working towards a fee based approach which I quickly realized is a more client centric method of providing investment advice. I also earned the CFP designation and in January of 2016 opened an Independent Registered Investment Advisor.