About Us

Achieving financial success can be a complex and confusing process to even the most experienced individuals – one that requires a significant amount of time, knowledge, and resources.

Today’s financial environment demands an approach that incorporates the expertise of skilled professionals, a variety of available solutions, and the independence required to provide objective recommendations.

At The Wealth Training Academy, we utilize a step-by-step wealth coaching process to help educate and prepare you both for your future and the future of your loved ones.

This process includes:

  • Evaluation of your current financial picture and identification of your individual goals
  • Designing a strategy that is specific to your unique needs
  • Full implementation of your financial plan
  • Ongoing monitoring and adjusting of your strategy over time as needs change

At The Wealth Training Academy we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination.

We are committed to remaining by your side in achieving the results you desire. We assist clients with the twists and turns that life deals wherever possible (such as job changes, aging parents, birth of children and grandchildren, marriage or death of a family member) by helping maximize opportunities and minimize the impact to your financial well-being.

We also work with our clients to aid in accomplishing goals such as funding educational expenses, minimizing both current income and future estate taxes, preparing for retirement and maintaining your current lifestyle throughout your retirement years.


At The Wealth Training Academy, our focus is YOU. From the greeting you receive on the phone to the moment you walk in the door, our availability in addressing your questions and concerns is the number one priority of our entire team.

There are four professionals that play a major role in everyone’s lives. They are: The Tax Professional, Investment Advisor, Insurance Agent, and Estate Planning Attorney. Too many times, these professionals fail to communicate, often have their own agendas in mind, and do not put your needs first.

What sets The Wealth Training Academy apart is that we have all four professionals working together under one roof. Each specialist works in their area of expertise, creating a holistic approach that achieves a comprehensive wealth plan to fit your individual needs.

To verify The Wealth Training Academy’s credentials go to: www.adviserinfo.sec.gov/iapd


A sound financial future does not happen by accident.
It takes preparation, strategy, & a true wealth plan to preserve and enjoy what you have spent a lifetime building.

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