Senior Advisor
Judy has been helping individuals succeed financially for over 25 years through proven financial tools that:
- Substantially reduce tax liability
- Accurately and substantially increase lifetime wealth and income.
The optimization work Judy does uncovers an average of $1 million in new lifetime wealth/income through the Million Dollar Miner plan.
She's also attentive to leaving a tax-free legacy to loved ones, avoiding RMD’s, and leveraging private placement opportunities.
Judy’s unique skill set includes an EMBA and a law degree, and her past corporate positions were as a CEO, COO, CFO, and CAO.
Judy believes that her mission in life is to help others succeed, and she dedicates her time, talent, and energy to accomplish this for her clients.
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