Bio: I'm COO for RTS specializing in financial planning through the tax lens. I'm passionate about family and preservation of generational wealth & legacy.
Bio: Married 40 plus years 2 kids 3 grand kids. Been in the financial services industry for 40 years. I help people find solutions to taxes and planning.
Bio: I make a powerful impact in the lives of Accountants, Fncl Professionals & Others by introducing them to THE BEST Tax Reduction Team in the country.
Bio: I have helped my clients significantly reduce the eroding effect of taxes on their ability to create the wealth they need to reach their life goals.
Bio: insurance since 1979, RIA since 2009, Love Lake time with family & friends, focused on HNW business owners ,utilizing all aspects premium financing