SUCCESS IS THE RESULT OF HARD WORK, PERSISTENCE, AND DEDICATION

Sports and Entertainment

We understand how busy and complex your life is as a professional athlete or entertainer.  You face unique challenges, but most importantly, your financial decisions today determine your lifestyle in the years ahead. 

As we all know, time is undefeated.  Since your lifestyle and priorities can evolve over time, it is our goal to work with you and your family to create a financial game plan that guides and prepares you for the future. 

We take a proactive approach to your personal finances and investments and will tailor our service to suit your unique needs.  Our team works hard to identify the tools we need to help you pursue your goals and stay on track.  We want to be a part of your team, working closely with your agents, attorneys, business managers, and other trusted advisors to simplify our mutual clients’ complex financial lives. 

We are here to educate, empower, and guide you through the financial challenges you face today and tomorrow.  We are dedicated to helping you generate and mitigate risk to your wealth, all while preparing you to make the best decisions over the long term.