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Frustrated with the traditional advisor model, I wanted to join a firm whose sole focus was to help members live their best life without jeopardizing their financial future. With a background in portfolio construction and financial planning, I'm committed to connecting with members and partnering with them to build a life they love to live. I love to spend my free time making lasting memories with my large extended family, loving wife, and young son.
...Financial Planner at Lifestyle Planning, LLC