I am a tax attorney and certified financial planner. I have almost 35 years of experience helping individuals and businesses achieve their financial goals. My core focus is early retirement, financial independence, selling a business, and overall achieving personal dreams. I am from New York and moved to Arizona ten years ago to enjoy the sunshine with my family.
||How are you dealing with this CoronaVirus pandemic?
I am using the time to study, network, and learn. I partake in seminars, podcasts, and zoom meetings daily which are often offered at little cost as everyone is sheltering in place or working from home. While this pandemic is a tragedy and heartbreak for so many, it has provided a unique opportunity to enhance my knowledge base.
||Have you transitioned your business to digital? If yes how?
I am in the process of transitioning my business to digital automation. I use consultants who have helped me during this crisis and have found so many colleagues willing to share their expertise on this platform.
||How are you enjoying being on the eZWay Wall of Fame how has it helped you?
I am a new member and am most excited about the opportunity to connect with other Wall of Famers.
||What do you like best about the eZWay Wall of Fame?
The network you offer me is enriching and suppportive. I am thrilled to be connected to so many knowledgeable and experienced business owners and entrepreneurs.
||What is happening for you or your business in 2020-2021?
This year will be a challenge but I have made a lot of new connections that will be of great assistance while I revamp my business goals. My objective is to secure more prospects and help them meet their financial goals.
||What advice do you have for our other Wall of Fame members and visitors?
I encourage everyone to connect and engage with other members. It is a great community with an array of special benefits. Members and visitors should take advantage of all the perks the Wall of Fame has to offer.