I have spent 36 years in financial services. 23 years evolving and leading the sales infrastructure for an investment management organization and 13 years being a personal finance coach, educator, speaker and writer. My wife of 34 years and I have 3 amazing daughters, two son-in-laws and two granddaughters. My personal mission is to help individuals, couples, and families remove financial stress from their lives and become confident in their futures. There are many components of "health", such as financial, physical, mental, social, and spiritual. I view every person and family as unique and always working to find balance across the many components of health. At this stage in my career I'm focused on using my experience and communication skills to make a positive difference in as many lives as possible.
Listed skills include Management, Strategic Planning, Leadership, Public Speaking, and 18 others.