About Us

I put this platform together as an extension of The Business Meetup, a networking and professional development organization created to help entrepreneurs and small business owners network and improve their business, life and money skills.

I'm an accounting and financial management professional recently recognized as the 2018 and 2017 New Org Agent Of The Year, NAIFA’s 2017 4 under 40, and The 2015 Rookie of The Year Award all during his 4 year tenure with The New York Life Insurance Company before moving on to start my own financial services firm in 2019.

With over 12 years of sales and financial consulting experience, a Master’s Degree in Accounting and Financial Management, a Bachelor’s Degree in International Business and a Coaching certification from The John Maxwell Team, I'm commited to helping entrepreneurs and small business owners increase their top and bottom lines.



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