I'm an author, speaker, educator, wealth consultant and creator of The Life & Legacy Process™. I've conducted hundreds of presentations including Zero Estate Tax Planning, The Good Grief of the Decision Making Process and Abundant Retirement Planning. Co-author of Build Wealth Like a Shark: 93 Tips and Retire Abundantly, I've developed a specialty in teaching retirees, those about to retire or sell their business, and professionals who want to protect their principal and insure that their money lasts. My proven Life and Legacy process helps investors avoid the pitfalls made by many retirees.Multi-millionaires, often live in a world of unspoken worry, fear and chaos when it comes to thinking about what their money means to them. Whether it's vision-based planning, significant life insurance placements for tax mitigation, executive benefits, wealth transfer or philanthropic goals, my process replaces that worry, fear and chaos with peace of mind and financial freedom. This transformation means energy can be redirected toward the Big Impact you want for yourself, your family, your community, and the causes and institutions you care deeply about.I live with my ever-to-sweet wife Dawn in Pittsburgh’s North Hills, along with our two feline friends, Sapphire and Gimlet. We're proud that our four adult children are independently making a Big Impact for themselves, their families and the causes they care about.

We collaborate with Insurance Agents, CPAs, Attorneys, Wealth Managers and Family offices to design and implement significant life and disability insurance solutions for clients of notoriety. Such clients include High Income Professionals such as Physicians, Musicians, and University Athletic Coaches as well as C-Suite Executives, Business Owners, Holders of Family Wealth and Affluent Retirees.

We work with affluent clients as an invited guest and subject matter expert in advanced life insurance design and implementation. CPAs, business & estate planning attorneys, wealth managers and family office executives invite us into their planning circle when our unique, collaborative skill set will add value to the planning team.

Worked with Financial Advisors, Independent Life Insurance Agents and related advisors to identify and implement wealth transfer and business succession strategies for their clients using life insurance.

Various postions of held over 10 years starting as an agent then promoted to ever increasing postions of responsibility in field management.