Speakers Bureau

“As a cornerstone of our firm’s client base, we’ve worked with local union workers in the telecom and communications industry for many years. Taking the time to understand the nature and complexities of their unique retirement plans and options has been a successful venture for us and those we serve.”

"As a female advisor, I have an innate passion to mentor other women in our business as well as teach my female clients to be independent and confident with their businesses and their money.”

“Long term care and estate planning are topics we all need to consider in life. Both my own personal experiences as well as the lessons I’ve learned from my clients have enabled me to understand the important nature of this conversation and I enjoy getting that started with my clients.”

“As a former engineer, I’ve been able to bring an additional perspective to the retirement planning discussion. I rely on some of those skills to create and sustain a paycheck for retirement, something I refer to as income engineering.”

"The physically fit and the financially fit share some common traits. They both have a “can-do” attitude, create a plan to meet their goals and then adjust their behaviors to serve the plan. Those that become truly fit in either discipline usually have one more thing in common: they got themselves a coach."

“I enjoy focusing on current and relatable issues of the world when developing a financial plan for my clients according to their own views and goals.”

“As both an advisor and an investor, I’m reminded that getting back to basics is always a good starting point. Developing and expanding my own financial knowledge is key as well as remembering that we all start as beginners. Bringing that education, at any level, to my clients is very rewarding.”

"Most advisors find compliance challenging, but a little understanding goes a long way. I focus on helping advisors grasp the compliance needs from small to large firms."