"I am a people person and an investment professional - I combine these skills and my personability to provide credible solutions catered to your needs. I have 25 years of experience in advising business owners on the next steps to take and aid them in finding the best value for their assets. There is a mantra I live by - I've got your back - I will help you understand the ins and outs of your options and what the right avenue to take will be."