One was a navy counselor, the other was a CPA with experience in the world's top accounting firms. Together, their journey creates our story. A story that is rooted upon helping our clients, their families and our communities.
A Talk Show that discusses - Personal Finance, Investments, Money Management and other Financial Topics. Be financially informed! Be financially empowered!
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We invest time to help ensure a clear understanding of your background, philosophy, needs and objectives, and work with you, to pursue your goals.