Owner | Providing inspired financial solutions

• Nov 2020 - Present

Your financial success begins by creating a strong relationship with Four Points Wealth Management using a two-pronged approach: financial planning and investment management. When you work with Four Points Wealth, you can choose to combine these two processes to get a comprehensive wealth management solution, or you can utilize these services on an a-la-carte basis. We’ll help guide you through all of the necessary steps on your financial journey. Your financial success begins by creating a strong relationship with Four Points Wealth Management using a two-pronged approach: financial planning and investment management. When you work with Four Points Wealth, you can choose to combine these two processes to get a comprehensive wealth management solution, or you can utilize these services on an a-la-carte basis. We’ll help guide you through all of the necessary steps on your financial journey.

Wealth Advisor

• Apr 2011 - Nov 2020

Worked with retirees and pre-retirees to build well structured retirement plans. I created retirement income and investment solutions and helped clients through myriad decisions in retirement. Social Security, Medicare, long-term care, RMD planning, and taxes in retirement; I served my clients in nearly every financial facet they encountered during their retirement years. Worked with retirees and pre-retirees to build well structured retirement plans. I created retirement income and investment solutions and helped clients through myriad decisions in retirement. Social Security, Medicare, long-term care, RMD planning, and taxes in retirement; I served my clients in nearly every financial facet they encountered during their retirement years.

Financial Advisor

• Sep 2009 - Feb 2011