I founded Peeling Back Layers in 2017, a life-focused financial planning firm.
It all began when I was not offered a match with my employer’s 401K plan. My wife and I knew we had to do something. We started educating ourselves by going to classes at our local university and reading dozens upon dozens of books. As we worked through the process we learned how important it is and how many others are in a similar situation. That is when I knew people needed help and I wanted to do something about it. I also knew early on that is was more than just about the money; hence the name “Peeling Back Layers”. I kept reading both in the financial world and outside of it I knew I wanted to integrate life and money. As many of us know money is a tool to help us live by spending and giving.
Now, I am here to help EDUCATE, EMPOWER, and SERVE my Clients. Knowledge followed by action can set you free!
When I am not working with clients or creating you will me with my family. We love to be outside in our garden, going for walks or a bike ride.