I'm an attorney and financial planner with significant experience and knowledge in comprehensive wealth management for business owner and other successful families nationwide. I utilize our unique LifePrint™ Planning Process to empower my clients by better discovering who and what they care about most and then to go and do something about it. I help them to understand better previously unknown tools, techniques, and strategies that often allow them a far bigger impact than they had anticipated was possible. In general, I see the mission of my work, to help empower people to live more freely, to give more boldly, and to align their life and their money with the desires of their heart. As a lifelong entrepreneur, I am blessed to have been able to found and serve as CEO of Trove Private Wealth. We are also grateful to have established The LightShine Fund, which supports and promotes an array of worthwhile causes and organizations with either a proven track record of success or innovative new solutions to systemic problems. Specifically, we aspire to make our unique impact by serving and supporting children and families, the local Christian church and other non-government Christian organizations, entrepreneurism, social enterprises, and education.In my 2013 book “You Can Do More That Matters", which I co-authored with my good friend and colleague Greg Hammond, I explain our unique wealth management philosophy and provide a “how to” for individuals and families who hope to discover and do what they treasure. As a public speaker, I often teach on topics like retirement income planning, fiduciary life insurance management, asset protection planning, income tax reduction, business succession planning, executive compensation, zero estate tax solutions, and charitable planning. Outside of work, I love to golf, hike, camp, and travel. I also enjoy spending time with great people, sipping fine wine, drinking craft beer, and smoking an occasional cigar. I am a member of the Providence Metro C12 Christian CEO group. My wife Cheryl and I are student sponsors for San Miguel School, and supporters of Harmony Women’s Care, where we support young men and women, and families, trying to build their life and find hope in some of Providence’s toughest neighborhoods—like I myself did as a young boy.