About L2P Financial Partners
Founder and Managing Partner
I have over 20 years of financial services experience with various financial institutions. Prior to venturing out as entrepreneur and business owner, I had a very successful career with several well-known institutions in the financial sector. I obtained the titles of Regional Vice President and Senior Vice President/Regional Business Director and had the pleasure of working side-by-side with some of the most successful financial advisors in the industry. From years of working with highly successful individuals, in the financial sector and the business community as a whole, I bring a variety of experience and expertise to my clients.
L2P Financial Partners primarily works with a select group of business owners and professionals whom among other things aspire to achieve a work optional lifestyle.
My team and I spend pretty much all day, every day, answering two fundamental questions that everyone has of our industry: “Will I make it, and do I have any financial blind spots?” In the answer to the question, “Will I make it?” I have found the majority of people I speak with haven’t even defined “IT”. So the first thing our team does is to sit down and help you define everything you are trying to accomplish with your wealth with a high degree of specificity. We then take a look at everything you’re doing financially to determine if what you want to happen actually has a chance to occur. We basically map your current financial structure to your overall short-term and long-term financial objectives. If those two things align we pat you on the back and tell you congratulations. If they don’t align, we point out your specific challenges and give you detailed recommendations to help get you back on track.
Once we have addressed Question 1, we move to Question 2: “Do I have any financial blind spots?” At this stage, our team takes a 360 degree look at you financially to determine if there is anything you might have overlooked that might do you, your family or your business harm. Any risk exposure we uncover will be brought to your attention and again our team will provide a rational strategy designed to help mitigate that risk.
At the conclusion of this exhaustive process, you not only have a comprehensive financial strategy in place, but you have addressed the only two questions that have ever kept you up at night: “Will I make it, and do I have any financial blind spots?”.
We look forward to interacting with you, whether you’re a client or need assistance connecting with other professionals.
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L2P Financial Partners
Director of Client Services
Director of Operations