Co-Founder & CFO of Four Pillars Financial Group & Financial Advisor focusing on helping individuals, families, and business owners optimize their financial lives. Securities licensed with Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Investment Advisor Law). Previously, an Operations Manager with 7 years
of experience focusing on real estate investing. Versatile, well-organized, and efficient with a strong ability to solve problems and orchestrate smooth business operations. An engaging communicator who builds lasting and productive relationships with others to facilitate long-term loyalty and growth. Exceptional interpersonal and team leadership skills, able to collaborate creatively and professionally with individuals from diverse backgrounds. Experience in financial strategy, retirement planning, life insurance, wealth transfer & estate preservation planning, real estate investing, business consulting, portfolio allocation, property acquisitions and management, contracts, financial analysis, market conditions, negotiation, and construction.
