Check the background of this Money Concepts financial professional on FINRA's BrokerCheck | Form CRS
See my episode of "Success Today" with Jack Canfield, filmed by an Emmy® Award-Winning crew in Beverly Hills. Stay tuned!
Tell me more!Why I Chose "Epic Journey Financial"
In this video, I share the inspiration behind the name "Epic Journey Financial" and how it reflects our commitment to helping make your financial journey extraordinary. Whether you're just starting out or looking to enhance your financial path, we're here to guide you every step of the way.
Let's get acquainted—click the button below to reach out and schedule a meeting. We understand the demands on business owners, so we're flexible to fit your schedule. I look forward to connecting with you!
Stay in the Know
- Broadridge Content
When developing a succession plan for your business, you must make many decisions.
- Broadridge Content
Be sure you understand the options for your 401(k) plan when leaving your job.
- Broadridge Content
Here's a brief introduction to what Bitcoin is, how it works, and some of the potential pitfalls it presents.
- Forbes
If you are feeling stressed about a possible recession, you’re not alone, and you’re not doomed. This isn’t the time to shri...
- Forbes
When everything is in chaos, think clearly; fix the things that need fixing anyway; grab obvious opportunities; but also thi...
Helping Maximize Your Future
Discover how WE can help YOU
We are a community of dedicated financial professionals committed to the belief that everyone should have the freedom to pursue their own goals. We focus on providing the resources and relationships to support the needs and objectives of the clients we serve. It begins and ends with our Committed Benevolent Interest (CBI) in others. Helping create true wealth that goes beyond the numbers.
Mission Statement
The most important person in our organization is you.
Our Motto
The more you do for others, the more you do for you.
Vision Statement
Cultivate a community based on a Committed Benevolent Interest (CBI) for all family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine.
