We pride ourselves on helping our clients succeed in their financial lives.
My background consists of 26 years of clinical dentistry. I started a solo practice and grew it to the top 1% nationwide. Using financial planning techniques and strategies, I was able to save and invest wisely so that age 51 I retired financially independent and debt free. For the last several years my passion has been to help other people build, grow and manage their wealth.
As an Independent Financial Advisor and a Registered Investment Advisor, I can guide clients in the following areas:
Stocks, Bonds, Mutual Funds and Alternatives
IRAs, Rollovers, 401Ks, 403Bs, 457s, SIMPLE IRA plans and Defined Benefit Plans
Life, Disability, Group and Business
Our goal at Professional Financial Strategies is to help our clients plan for, build and maximize their financial futures. Allow us to help you reach your goals.