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We are financial advisors. We created The Celebrity Bubblewrap Program. This special planning program helps you protect and grow your money by dealing effectively with the unique financial issues experienced by celebrities.

We have two choices for you: basic and advanced. For the basic service, we can provide you with standard financial products and planning as advisory representatives of LPL Financial. Admittedly, you can get the basic from many other advisors. However, the advanced program we created, The Celebrity Bubblewrap Program, takes everything to a much higher level and is only available from us. It is important to point out that you don't need to give up your existing advisor to join the advanced program.

We realize however that the advanced program is not for everyone. It is for fun, intelligent celebrities who are willing to take the time to plan their life and their future. They also care about others, have a curious mind, and are open to new ideas. If you are someone like that, you might be interested in joining the advanced program. Otherwise, we can still provide you with the basic products and services.

We have learned that most celebrities have not created a plan to protect their financial future. Although they can make a lot of money, their income often fluctuates, while their expenses do not. And because they are in the public eye, they also have a lot of people approaching them proposing financial strategies and investments. This can be very confusing, and can create a lot of problems. As a result, they often end up with financial problems, suffer stress and worry, and don't achieve what is truly important to them.

However, if you take the time to protect your money as a celebrity (bubblewrap it), you will have a much better chance of growing your money, feeling more relaxed and confident, and achieving your true personal objectives in your career and your life.


  1. Assess how you feel about your current situation.
  2. Create a clear vision for what you really want in career and life.
  3. Develop and implement three-part plan (money, professional, personal) to achieve your vision.

If you want to work on these steps with us, we offer a no obligation free 90-minute starter session. During this session, we will help you assess your current situation and establish clear written goals. We will then decide together if you should join the advanced program.

Would you like to schedule the starter session?