SEEK TO CREATE YOUR IDEAL Financial Landscape

BEAU'S JOURNEY

Beau learned early on to view money as a tool. His grandmother, May Samuels, instilled in him the wisdom of "pay yourself first, then the baker, then the candlestick maker." This insight led Beau to start saving at age 10 by selling ice cream at the Memphis Fair. Growing up in a family of five, he quickly grasped the value of resourcefulness and financial discipline.

At 18, he moved to Los Angeles, living with family friend Red West, an actor and close friend of Elvis Presley. This gave Beau exposure to Hollywood culture, but he soon decided to pursue a degree in business, financing his studies through food service work and other jobs.

After earning his business degree, Beau spent six years pioneering electronic scoreboards in the PRCA Rodeo circuit. During this time, he discovered Joseph Campbell's The Power of Myth, which inspired his travels to sacred sites like Machu Picchu, Egypt, and Ireland.

Beau transitioned into financial advising 23 years ago, leveraging his personal experience with investing and saving. His strong business background and practical approach to finances led him to build a successful practice, helping clients navigate their financial decisions with care and diligence.

As a Certified Financial Advisor, Beau specializes in personal investments, retirement planning, and wealth management, offering sound guidance tailored to each client’s individual needs.

Now, after 23 years in business and 23 years of marriage, Beau continues his work with a focus on financial stability and long-term planning. Beau and Jody have recently made Brooklyn Heights their home, where they continue to embrace new adventures.