The "Legacy Creation" Strategist [TM] - I guide individuals in creating personal banking systems to finance business growth, personal goals, and fund the wealth creation process. This includes tapping into debt-free funding resources. Developing key-person exit strategies for business owners. Expert consulting on strategies for capacity growth, funds development, and marketing to open new opportunities for my client's business.
Licensed Agent in TX, CA, FL, MI, NM
Certified Nonprofit Management
Certified Business Development & Cash Flow Consultant