I love working with women because I enjoy the relationships. Financial Planning is not transactional, it is all about building trust, relationships, and reaching goals. It takes work and dedication. Women are the epitome of this mindset, and that is why I enjoy working with them.
My introduction to financial literacy and, subsequently, financial planning was through Dave Ramsey’s Program at Financial Peace University, about a decade ago. It was my first dose of organizing family finances and changing my mindset about how I should be viewing money.
After successfully completing the program, I began sharing what I learned with neighbors, family, and my church community. I quickly began absorbing as much material as I could to share with anyone who would listen about how we should manage money and view finances as a whole for helping ourselves and others.
As my love for personal finance grew, it was also time for me to retire from the military after 25 years of service. The logical answer for many military retiring from active-duty service is to continue to do what they’ve been doing. After consultation with my wife, I was convinced that my next chapter should be to help people manage their finances. I continue to help people through financial planning and guiding them towards attaining their goals and enjoy every minute and every relationship that I am blessed to serve.
THREE THINGS ABOUT ME
I'm a Softball Dad to two amazing young ladies and married to my beautiful wife for 20+ years
I am a life-long learner
I truly enjoy helping people realize their full potential when it comes to managing their finances
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