I love, love, love what I do, and have no reason to stop: it’s fun. I feel blessed to do this work.While at LSU, I worked as a tutor in the Athletic Department. I quickly recognized that I had to make lessons and concepts “come alive” to stick with the Student-Athletes through test time. “Everyone loved ‘Game-Day,’ hated practice, but loved the results: Championships.” To complete the requirements for a degree in something other than “Eligibility,” I had to create simple pathways to… Show more I love, love, love what I do, and have no reason to stop: it’s fun. I feel blessed to do this work.While at LSU, I worked as a tutor in the Athletic Department. I quickly recognized that I had to make lessons and concepts “come alive” to stick with the Student-Athletes through test time. “Everyone loved ‘Game-Day,’ hated practice, but loved the results: Championships.” To complete the requirements for a degree in something other than “Eligibility,” I had to create simple pathways to instill confidence in these Athletes.“BANKING HAS ITS OWN SET OF RULES.”While working with bank presidents, directors, and auditors, I learned to tutor them on the technical principles of Bank-Owned Life Insurance with simple concepts. Most bank presidents and directors were successful athlete-types, who tutored and mentored me in turn.“ALWAYS LOOK BEHIND THE CURTAIN.”Through experience, I discovered three distinct types of dangers that clients face. I questioned what I learned from so-called wizards of the financial field, and, man, was I upset that I believed these people - even paid money to learn from them! Because of this, I look behind that curtain at everything I was taught.“DROP-KICK THAT FINANCIAL PLAN!"After receiving a certification, I soon realized that typical financial planning was neither for me, nor my clients. “It simply did not work. They hated it. They hated the exhausting practice of number crunching, the curtains of assumptions, and the hidden product pitches made by typical planners.” Clients needed a better mindset and system for their success, independence, and new capabilities.“EVERY DAY IS GAME-DAY FOR MY CLIENTS!”Today, clients benefit from a unique, non-typical message. It comes alive because it is principle-based, rather than product-based. They love it because they confidently understand the principles and stick to them with Championship results. Show less

Design of Non-Qualified Deferred Compensation for Bank Directors and Publicly held Corporate Executives. Created an audit-approved Plan accounting system for Bank Clients.

Tutor athletes in Math and Physics. Teaching them to build confidence in the classroom through personalized coaching. Created common sense examples to simplify complex theory into simple, understandable principles.