My financial journey began one Sunday afternoon in the early 2000’s, browsing the bookstore in my church lobby and discovering a DVD-based program called “Financial Peace University.” After taking the program and subsequently leading others through it, I felt the calling to help people with their finances. In 2009, I wrote a book on budgeting that is still available today on Amazon, “Get a G.R.A.S.P. on Your Budget and Your Cash”. Then in 2016, I completed a Masters of Science in Finance (MSF) degree from Walsh College. My goal: To help people with their financial goals as an educated consultant, not a salesperson working on commissions.
As a former engineer-type and Information Technology professional with good analytical skills, I wanted to serve those at or near retirement (55+) community with today’s most pressing retirement questions:
- How long will my investments last into my retirement?
- How will I fund my Long-Term Care expenses?
- Which pension option should I take?
- How do I maximize my Social Security benefits?
- What is the most tax-efficient way to withdraw from my accounts?
I help clients answer these questions and many more. We jointly visualize what your retirement years could look like. You create your goals and I help you with the financial roadmap to get there.
Why I Chose to be a Fiduciary Financial Planner
After many disappointing experiences with my own financial advisors/salespeople over the years, I decided to take the fiduciary approach, always putting the client’s best interest before my own. By combining real-life experiences, analytic skills, and academics, my aim is to bring you unique value in developing your personalized financial plan – without the bias or pressure of selling products on commission. I believe this is the best way to provide objective financial advice that is in your best interest.
Education and Credentials
- Master of Science in Finance
- Studied business at Harvard Business School (non-degreed program for IBM Certified Client Executives)
- Bachelor of Science in Mathematics and Computer Science
- On-going education in Personal Finance and Retirement Income Planning
Publications
Passions
We are a blended family! Married for over 8 years, Julie and I enjoy spending time with our kids and grandkids. We always have something going on during the weekends! Our kids’ careers range from Nurse Practitioner, Occupational Therapist, IT Specialist, Air Force Avionics specialist, and one still in college studying Music Education. No dull conversations here!
We are also involved at our church and FamilyLife Ministry. We enjoy helping other couples navigate every day challenges of married life, blended children, and lead a few classes at our church, such as the “Art of Marriage”
