About Us

I am a father and a husband. The greatest job I have is taking care of my family.

I spent 30 years as a Manufacturing Engineer and Plant Manager working on multimillion-dollar projects. Throughout that time, I invested my money and did work for friends.

Now as a personal financial consultant I have $11 million under advisement. I have based my training on the CFP certification and I have passed the educational and ethical requirements for the CFP.

My focus in this practice is to give advice to people like me. Do it yourself professionals who need an expert to help them through the technical aspects of financial planning. I can maximize your investments with respect to your needs and risk tolerance.  I can help you set up your risk management and insurance strategy. I can help you with estate planning and gifting. In short, I am here to help YOU (without any upsells or setting up kickbacks for myself) . I don’t have the overhead or the sales pressure that the big guys do – so you can get more personalized advice at a better value.

Our Mission and Values:

The big, corporate financial planning operations want to get you in their system, give you canned advice, and sell you insurance or mutual funds. They win by banking as many fees as they can. At Strong Back the only thing we are selling is personalized financial consulting for you. No upsells, no product fees. We are focused on Do-It-Yourself investors who want some backup from a financial consultant. We will give you personalized advice that fits your needs and risk tolerance, and we will do it for a reasonable monthly subscription. We will give all the support you need with none of the BS or the BOTS that the other guys deploy. Let’s talk today about how Strong Back can help YOU.

Contact us to set up an appointment and let’s start planning your financial future.

Call Us On:

(774) 275-8587