I’m passionate about helping individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.

The leading cause of personal bankruptcy is from healthcare expenses eating up peoples assets and ruining their credit. Healthcare expenses are only going up. A good Healthcare plan is critical to a good Retirement plan. 

Lets sit down and go over this as soon as possible!

 I have worked for large companies and small in various capacities. I have also run several small businesses. In March of 2013, I entered into the retirement industry when I joined Morgan Stanley as an Investment Advisor. Several years later I decided to start my own company but in order to truly be a holistic Advisor to my clients, I decided to add healthcare solutions to my practice. This is how the name Health & Wealth Management LLC came to be. I have two children ages 13 and 9 and have lived in Hendersonville since 1983.