About Us
Leaving the 9 to 5 and opting to enter the 5 to 9, just like you at some point in your life, this company was founded in 2007 by a guy who simply wanted to do things his own way by tearing down the hurdles.
Affiliations are in place to provide access to specialized professionals to enhance my offerings.
Certified Treasury Professional (CTP) level advice is offered, as earned via stringent testing and continuing education on industry best practices by the Association for Financial Professionals.
With experience in business, teasury, commercial & private banking, insurance and investments, international, even military intelligence, a global skill set is just a call away.