My 3 vocational passions include: 1.) helping Middle America realize that with an effective financial plan they have better chance of reaching their goals, 2.) Making effective communication and Leadership a worldwide reality... with a focus on helping local youth find their voice, and 3.) making it easier to conduct business effectively from the customer's perspective.I am blessed to be noted as an expert in program, project and process management as well as technology trends and effective communication. I speak, advise and train nationally and internationally on effective communication, the financial services industry and technology. Yes I'm a geek (covering my pocket protector) but, is that a bad thing? I am known as "the geek to human translator.". My CORE VALUES are: Courage, Authenticity, Service, Truthfulness, Love, and Effectiveness and are based on Higher Ground Leadership and the CASTLE Principles. (Thanks Lance) I strive to live by them through my work, personal and family life and strive to help guide other's personal success.Specialties: Leveraging Technology, Business Process Innovation, Technologist, Simplification, Web Creation, SEO, Program Management, CIO, Innovation, Ideas, TED, TEDx, Youth, Financial Planning, Serving Middle Class. Serving Middle America, Advising, Advisor, Agile Methodology, Consulting, Consultant, Coaching, Train, Trainer, Training, Instruct, Mobile Apps, Applications, Scrum, Public Speaker, Speaking, Keynote, Motivate, Building, Inspire, Inspirational, Dallas, Fort Worth, DFW, Inspiring, Connector, Connecting, Comedy, Humor, Workshop, Seminar Leader, Conference, Speech, Speaker, Toastmasters International, 401k, 403b.Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through DaVinci Financial Designs, a registered investment advisor. DaVinci Financial Designs dba Gateway Financial Designs is a separate entity from LPL Financial.