ABOUT THE CLA™
I'M A CERTIFIED LIABILITY ADVISOR
I've done something few in the lending industry have. I've completed over 30 hours of rigorous course work, passed a series of tests, reviewed case studies, and worked with my own personal finances.
Why? So that I can help you each time you make critical financial decisions about wealth related to the buying, selling or refinancing of your home.
What I can do for you?
Liability Management - Help you with key financial decisions when buying, refinancing, or selling a house - including a FREE comprehensive Total Cost Analysis.
Asset Management - Help you find a local financial professional that can work to assist you in an overall financial plan.
Financial Literacy - Provide you access to select financial education, live-in-person education for small to large businesses and non-profit organizations.