Since 2008 my firm has specialized in helping young families, successful entrepreneurs, and business owners achieve a work optional lifestyle. I am a Retirement Income Certified Professional ( RICP®) & an Accredited Investment Fiduciary (AIF®) with over 20 years experience. I’ve taught classes at local colleges on retirement and estate planning, social security maximization, and income planning. I have been a featured financial contributor for ABC, NBC, CBS, Fox and CNN news. My Story: I was introduced to the financial services industry by my father, who was a Registered Investment Advisor. Prior to becoming an advisor, I was the #1 ranked wholesaler for a $3.5 billion+ brokerage firm