Fun Facts

I am the creator of the integrated wealth management process, a holistic and evolutionary strategic planning program based on a conversation about your financial affairs for the rest of your life. In 2004, the IWMP was recognized as the financial planning process of the year.

Fun fact, I’m a four-time world champion in masters wrestling 🤼

About Me

I sold my financial planning practice in 2021, and currently live in Northern California on a 20-acre farm with 100 goats.

I am a Certified Financial Planner and I have a Series 24 Securities license….

After almost 40 years in the industry I am comfortable helping you with preparing for Securities related exams.

Experience

Over 30 years in the financial planning industry, built and sold a financial planning practice with over $100 million of assets under management, and $1 million in revenues.

I am a Certified Financial Planner and I have a Series 24 Securities license….

Approach

I hope that I can help others find the success that I found working for myself and building a financial planning business.