A clear plan for the next chapter, for people who built wealth without a playbook.
I came to the U.S. from Cameroon at eight. Watching my mom run her own business taught me entrepreneurship.
I spent years at JPMorgan Chase and PNC Bank working with high-net-worth clients, then started my own firm so I could give advice with no products to sell.
Today I help people approaching retirement who are the first in their family to build real wealth. Nobody handed them a playbook. I help them write one.
I studied finance at the University of Louisville, graduating summa cum laude. I live in Jeffersonville, Indiana with my wife, and I train for marathons and Ironman triathlons.
Recognition and Affiliations: