FWI Wealth Management
Wealth Management / Business Consulting
Hello! My Dad inspired my love of finance before I could ride a bike and my Mom fostered my passion for helping people. I've been fortunate to build my career on a foundation that marries those passions with education, experience and a relentless drive to succeed.
I treat every client as Family. I appreciate the complex and often deep emotions involved in financial matters. Getting to know what matters to each client and why it matters, has helped me to become a trusted advisor.
I've been fortunate to have worked some of the largest and best financial institutions, taking with me the best part of each into my FWI Wealth Management. I am a Certified Financial Planner Practitioner (CFP) and Chartered Financial Analyst (CFA). I have a BS in Accounting and have service in the Marine Corps. Currently I am working on the Enrolled Agent designation with the IRS.
Together with Scott McDuffie, we've co-founded FWI Wealth Management LLC, a fee based wealth management firm dedicated to treating clients as Family.
To learn more, and to see our videos, please visit: www.fwiwealth.com
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