My Work: Financial truth teacher, counselor, coach, & change agent
My Roots: Over 25 yrs. in the financial services industry as a licensed financial advisor, in a private financial planning practice. (In addition to over 20 yrs. of pro bono financial counseling at the same time.)
My Passion: Telling people the truth about money, its impact on their lives and legacy, for good or for ill; to the end that they might achieve their full life potential.
My Hero: Abraham Lincoln–A man who experienced failure most of his life, but never stopped going forward. His vision of a unified United States, free of slavery, helped to recreate the greatest country built on freedom in the world. One that 77 yrs. later was the only country big enough, strong enough, resourceful enough, and united enough to defeat two world conquest empires: on two sides of the planet, at the same time, during WW II.
My Favorite Quote:
Never, never, never give up. ~ Winston Churchhill
My dream is of a time where America will once again be seen as the last best hope of earth. ~ Abraham Lincoln
My Favorite Personal Finance Tool/Resources: Wheel of Life, 0-10 Evaluation scales, Grow Model (Goal, Reality, Options, Wrap-up), Empowering questions, tailored to an individual’s needs & circumstances.
My Advice to Someone Beginning the Journey of Financial Education/Wellness: Understand that we all have blind spots, and capability gaps. Everyone suffers when we don’t know what we don’t know. If we are willing to learn, no one can stop our progress. If we aren’t willing to learn, no one can help us.
My Way of “Meeting People Where They Are”: I use a comprehensive, listen first, discovery approach, and then teach each person what they need to know—when they need to know it.