
Sovereign Wealth Management
New on Thervo
Offers online services
5+ years in business
I have over 15 years of experience in the industry and working in all various aspects of it. I customized, personalized and tailored my approach to what is needed by the customer. More often than not, it would be one of or a combination of four major areas;General Financial Planning, Titling or beneficiary designation, Investment or Retirement planning. I have the experience or capability to handle this or other specialized areas.
I love working with people and making a difference in their lives. A lot of financial planning directly affect peoples lives in significant ways....