About Our Firm

Diversified Strategy Financial, LLC is a privately-held growing enterprise focused on providing comprehensive wealth management strategies to individuals, families and businesses. Diversified Strategy Financial, LLC works closely with many major providers of financial products and services. As a result, the firm is able to deliver, in all its relationships, strategies which effectively convey the firm's distinctive characteristic - "building value for life".

Diversified Strategy Financial, LLC strongly believes in independence of families and works closely with experienced providers in the financial industries. We believe that these companies play a key role in developing and implementing a strong strategic plan. We are unique in that we have attracted professionals from each of these fields to work together with these single mission in mind...to educate and inform making sure that each piece of the financial puzzle is in its appropriate place.

As an Enrolled Agent, I can help you minimize your taxes by proper planning and strategies that can help put back your hard earned dollars to your pocket.