Who cares? Really!
What is important to you is: can I help you survive dangers and help you thrive with enough income to live the life you choose.
Author of The Money Orchard
What makes me different
A different approach
Financial planning is life planning. Money is a tool you use to build the life you choose. (TM) I believe investing starts with why you invest. My clients are willing to spend a little time thinking about their values and their life. Sometimes this only takes an hour or two but it helps both of us see more clearly. I want to add value to your life and to your money.
Deep financial knowledge
I've developed a vast understanding of all areas of the financial industry, banks, trust, estate planning, insurance and investment companies. This gives me knowledge of many resources for the best way to implement your decisions. That knowledge has greater value to you when coordinated with your unique life. Our investment goals are to: create income, reduce risk, save time, lower investment stress, lower fees, and reduce taxes.
Decades of experience
I have 39 years’ experience as a financial advisor. After guiding people of all ages I have seen and experienced almost everything that can happen in life. You just don't know which ones will happen to you. I have learned people want to use their money to experience and to enjoy their life. You worked hard to create success. You want to take advantages of the opportunities available to improve your life and the life of your family.
My education includes Bethel College, Bethel Seminary, Denver College for Financial Planning, Wheaton Graduate School, the University of Nottingham, and Cannon Financial for basic and advanced estate planning.
I have conducted financial literacy courses "How Money Works" as an employee benefit for Medtronic, AT&T Bell Labs, AT&T Hispanic conference, St Jude Medical, Dow AgroSciences, Sherman Hospital, US Army Reserves, Apogee Enterprises, Gary Wheaton Bank and others. I also have given estate planning workshops for non profits titled "How Charitable Trusts make Taxes Optional." and "Asset Protection the Missing Piece of financial planning."