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Investment Adviser Representative
PO Box 1631
Jasper, GA 30143
Hello and welcome. I believe everyone's economic situation is unique, and I keep that in mind when providing income distribution or wealth transfer advice. Personalized service is essential when matching clients with the right financial security products and services. As a wealth distribution specialist, I am dedicated to learning about one's personal goals. I will then use them to build a retirement or post retirement plan that is in sync with the client's objectives.
Areas of Focus
Cited on ABC, CBS, CNN, Fox, NBC and Wall Street Select, I focus on the complexities of wealth distribution. I show clients how to free their IRAs from "tax-prison". Helped develop a comprehensive software program for calculating the income savings and for the enhanced inheritance benefits of converting a traditional IRA to a ROTH IRA without any out-of-pocket outlay for the taxes due on the transaction.
Interests & Community Participation
I enjoy spending time with my two sons and one "beautiful" grand daughter. When not helping my many clients, I am either rooting on my favorite sports teams or traveling to the Bahamas or Las Vegas.
- Teacher in Broward County Florida. Taught middle school and coached basketball, football, baseball and track
- 44 year career in the financial services industry, where I made a name for myself as a strategic thinker and motivational leader. I have delivered industry leading results by driving company growth through concept roll outs and strategic market planning.
- In 2012 I received a Registered Investment Advisor status. Opened a second company, Alliance Wealth Management to further work for the "Best Interest" of my clients.
- B.S. in Education from Concordia Teachers College, Seward, Nebraska. Major: History, Minor: German.
- 69 quarter hours of business and accounting necessary for the CPA exam in Florida. Attented Florida Atlantic University in Boca Raton, Florida.
Investment Adviser Representative of Alliance Wealth Management, LLC. Alliance Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement.
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.