Why "Podium"?

The long-term goal of elite athletes often involves achieving a spot on the top step of the podium with a victory as the ultimate success. It is my belief that achieving financial victory is a similar long-term process involving having a plan, following the plan and monitoring progress along the way with a coach/advisor whose top priority is the success of the client.

I will strive to learn your goals and advise you with integrity. My mission is to help you arrive on the top step of the podium at the end of your journey.