Do you wonder what it will take to retire with your lifestyle? Do you have a financial strategy to meet your goals? Do you really know what happens to your hard earned money when you invest in the financial markets? I once asked those same questions and didn't know the answers even though I considered myself to be financially astute. Therefore, as I searched for the answers, I began a second career to help people who are successful and ask similar questions. My professional background: Started career as an engineer. Founded and exited a highly successful and ethical company focused on technology solutions for the government. Currently I help clients with wealth management. My expertise is in business growth and transition focusing on employee and executive retention through creative deferred compensation solutions. Resourceful, innovative professional with over 25 years General, Operations and Sales Management experience within a broad range of technology companies and products. Held P&L responsibilities. Able to grow business through strategic planning, strong customer relationships and creative presentations to clientele. A Turnaround Champion with proven skills in analysis, management, coordination, negotiation, initiation, observation, conceptualization, and improvement of operations through policies that promote a team-based work atmosphere, superior client services, creative thinking and a positive effect on the corporate bottom line. NMLS # 2534492