About Me

I created this blog to deliver relevant financial information to the investing public.  I strongly feel that the investing public remains largely “underserved”.  Therefore, in addition to running a financial services practice that delivers high quality service to each client, I talk about the subjects that will help educate those I may never serve.  Here, I break down the sometimes complex jargon that gets placed in front of individuals looking for answers to one of the most taboo subjects–MONEY through our podcasts:  The Financial Literacy Boot Camp and The Maven’s Keys to Financial Contentment.  If you are an investing newbie or an investing pro, I hope to provide you with something that will help you to “live your best life” and “win with money”.

For comments, speaking requests and press inquiries, please send me an email here.


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