Faced with constantly evolving environments, I maintain a sense of mindfulness, motivation, and passion both individually and professionally. My goal is to find solutions for any problems that come my way through persistence, creativity, and the use of all perspectives available to me. One of the main inspirations for my career is to improve other people's lives. By building, managing, and preserving wealth, I hope to offer everyone the chance to change their lives and make that difference.
When my father passed away early on, my mother became my motivation to serve others. Before stepping into this career, retirement seemed out of reach for her. There were too many stresses in life and there are so many things vying for one's attention. It can be so difficult to plan for the future when you're too busy trying to deal with the here and now. After becoming an experienced financial professional, my mom and I succeeded in paving a clear path to her retirement. To this date, empowering my mom has been the greatest gift given to me since entering this field. It made me well-suited to execute my life-long mission of empowering others financially.
At Financial Guide, LLC, we take a comprehensive and holistic approach with our clients' futures and finances. We always keep in mind how these affect each other and use this knowledge to create a plan that will work best for everyone involved - making it possible to work toward financial goals while still being content in the life you live today.
Growing up in Doylestown, PA I have always had a deep appreciation for the region which helps me forge strong connections with the local small-business owners, individuals & families. My background as a CPA and former tax consultant at Deloitte in Philadelphia helped me grow a working knowledge of the accounting & tax compliance around large private equity funds, individuals, partnerships & corporations. Leveraging my understanding of how taxes impact business, I aim to propel a considerable sum of value for business owners.
Areas of focus: Wealth Management, Retirement, Business Owner Consulting, Strategic Asset Allocations for Short- and Long-term Investment Strategies (Advisory, Brokerage, Managed), Income Tax Planning, College Education Planning, Life, Long Term Care & Disability Insurance