Founding Partner, with my wife Joni. You could say my life experiences have led me to being a financial advisor. There have been times in my life when I could have used some sound financial advice and didn’t know where to find it. Now I know, and I want to help others find their way through the sometimes confusing, yet vitally important journey to financial health and security. Much of my life, I have worked in the entertainment industry. Full disclosure: I still do from time to time. So, yes, I have a very personal and unique understanding of the financial challenges it presents. You could say I’m fluent in that language. But I know that’s not everyone’s background. So, through study, training, and experience, I have broadened and deepened my understanding of financial markets and instruments and how they work. And the principles and concepts I’ve come to know--and successfully use--in my work as an advisor don’t apply to just people in the entertainment business; they apply to anyone who seeks a compass that will lead them to the joy of living the life they envision.