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.
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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.
| 3. |
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.
| 4. |
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. |
| 5. |
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.
| 6. |
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.
| 7. |
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. |
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