My parents started an online health food business when I was 13. A year after starting the business my dad was able to quit his job, due to the success. I saw the freedom, flexibility and growth they had which became a significant advantage over what we previously had as a family. This started my journey of looking for my own business opportunities. After I got married, my wife and I purchased our
first business, which was the bowling alley in town. We learned many valuable lessons such as cashflow, balancing life, marketing, etc. As we continued to grow our portfolio we reached a point where I was able to quit my full-time job and start helping others as a financial advisor. As a Financial Advisor I work with my clients to help them build their financial future by finding out what is important in their life and then building a holistic plan to work toward those goals as they move forward. We have lived in Silver Bay our entire married life. Currently we own 3 businesses in the area that include the bowling alley and fitness center, and long term rental properties. I look forward to working with you. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Foster Klima & Company, Inc is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License # 20379234. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
