With more than 12 years of experience in the financial services industry, Norman is passionate about helping highly successful families, health care professionals, executives, and business owners accomplish their financial objectives. A graduate of Marshall University, with a Bachelor of Business Administration with a emphasis in Finance. Norman also poses his Series 7 and Series 66 Securities licenses. Norman brings rigorous, research-driven Tax Strategies (to create "TAX CREDITS" in order to reduce your taxes, build wealth faster and enjoy it 100% tax-free, become a philanthropist and/or restructure your business) in his approach to the field of wealth management. Norman is fluent in Spanish having been born in his native country of Panama in Central America. Norman is also a veteran after serving in the United States Army.
“The more complex the better” is something Norman often says of the types of clients he enjoys helping. Whether it’s the transfer of a multi-generational family business, the development of a highly complex estate or philanthropic plan, navigating the tax complexities of executive compensation plans, or helping tech founders and employees navigate the world of start-up finance, Norman enjoys helping his clients achieve the peace of mind they desire.
In addition to Norman’s academic background at Marshall University with full-ride Soccer Scholarship, Norman is a recognized Tax Strategist and wealth planning expert who has regularly been featured as keynote speaker at the LA DENTAL MEETING convention, and many others. As a Tax Strategist, Norman can advise clients on tax matters pertaining to business, individual, and estate tax concerns, but always advises his clients to consult their own tax and/or legal advisors. Norman is also on track to becoming a Certified Financial Planner (CFP), and an Enrolled Agent (EA) with the IRS to later pursue a Certified Public Accountant (CPA) and work towards the Accredited Estate Planner (AEP) designation, an advanced professional designation for estate planning professionals.