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Investment Advisor CEO
Investment Advisor CEO
New mentor!
Member since 2023
  • Other
  • Other
About the mentor

I have been investing since I was 18 years old.  I started in the financial markets, and while in college I expanded into real estate.  After college, I took a role as a financial advisor at an insurance and investment firm in Pittsburgh.  I decided I could serve my clients better by starting my own independent wealth management firm Sterling Heights Financial Group.  To this point in my career I have completed nearly 200 real estate related transactions including sales, rental acquisitions, flipping houses, private lending, and closings as a notary.  I'm experienced in small private equity deals by investing in small businesses.  My financial firm currently overseas over 200 client accounts mostly geared to wealth management and retirement planning.  I've built a multi million dollar portfolio of many assets from scratch and can guide others on building a career in wealth management and investing.

Expertise
  • Investment Advisor
  • Real Estate
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