Sin Limites 

Sin limites means limitless in English.  It’s also the name of a nonprofit organization that has been created to enrich the lives of the Guatemalan people.  What we take for granted every day in our country, even during a pandemic, is often a struggle for those...

12 months ago…

I left my previous firm of 23 years.  It was a huge move to make, one that required an exhaustive amount of planning, timing, and frankly some luck.  Driving this move was my beliefs, vision, and passion to serve clients in a manner that did not require product quotas...

Now What?

With election day behind us and two months remaining in the year 2020, what are the best things to be thinking about or doing as we approach the holidays and yearend?  Here is a list of things I’m reflecting on personally with regards to my own financial house: Be...