I'm a financial advisor and the founder of Pulse Wealth, with over 30+ years of financial planning and investment experience. 

 

While numerous financial advisors cater to doctors, dentists, or specific company employees, there's a scarcity of those exclusively serving medical sales professionals—until now.

 

I specialize in working with medical sales professionals because I understand the unique financial challenges they face. Through my years of experience, I've developed tailored strategies to help them navigate complex tax situations, make strategic investments, and plan for life after medical sales. 

 

Outside of work, I cherish family moments, enjoy Asian cuisine, and cheer for my Kentucky Wildcats!

 

Typical Clients

I work with successful medical sales professionals who want a financial partner. They typically are:

 

• Medical Device Reps

• Pharmaceutical Reps

• High income earners with equity comp

 

They also want someone that is there for them whenever they need it.