Success is the result of hard work, persistence, and dedication.

We understand how busy and complex your life is as a professional athlete or entertainer.  You face unique challenges.  Most importantly, your financial decisions today will determine your lifestyle in the years ahead.

Our team has spent over a decade working with professional athletes and entertainers at all stages of their careers.  Since your lifestyle and priorities can evolve over time, it is our goal to work with you and your family to create a financial game plan that guides and prepares you for the future. 

We take a well-rounded approach to your personal finances and investments and will tailor our service to align with your unique needs.  We work hard to identify the tools we need to help you pursue your goals and stay on track.  We are part of your team and often work together with agents, attorneys, business managers, and other trusted advisors to help simplify our mutual clients’ complex financial lives.

We are here to educate, empower, and guide you through the financial challenges you face today and tomorrow.  We are dedicated to guiding you in your endeavors to mitigate risk to and enhance your wealth and preparing you to make the best decisions possible over the long term.