I believe that by coming alongside people, understanding their situation, and together, developing a financial plan based on healthy financial behaviors will change the trajectory of people's lives.
As a West Point graduate serving in the Army on multiple continents, I learned universally that people want to do well. And that all people can improve their situation with compassionate support from others who, with the heart of a teacher, seek to help individuals uncover their best selves, to make sound decisions, and to live a financially peaceful life.
In business, leading global teams, in both start-ups and Fortune 200 companies, this learning was reinforced as I began to understand other cultures and what drives us, as a people placed on earth for a purpose.
I am passionate about helping individuals change their financial behavior and I believe this requires more than just a simple list of dos and don’ts. There ought to be a grander vision that we have for ourselves. That vision is enacted through behaviors. Those behaviors, if desired, known, and practiced, can change lives now, and for future generations.
Consider this your personal "Call to Action". Let's discuss where you are, where you want to be, and how to get there.