I believe every person deserves their chance at getting to True Financial Independence. I grew up in a family that struggled with money mostly because no one ever took the time to help us. When I saw the opportunity to change that, I knew I had found what I was supposed to do. Helping people realize their version of True Financial Independence makes this a calling, not a job.
It starts with asking the right questions. The more that I can discover about the families we serve, the better I can use the elite resources available through GenWealth to help them do real things like retire with confidence, send a child to college or realize their dreams. Sometimes, we have to solve problems before we make progress, but that is an important part of the equation. It’s not important that you have a problem, but that we move forward to make tomorrow better than today.
For 36 years, I have had the honor to serve families from every strata. Nothing compares to that real-world experience. I have attended many conferences, earned the Retirement Income Certified Professional designation and completed countless hours of continuing education. But, my best learning has come from sitting across the table from families that either have a problem to solve or a vision to fulfill. I believe that life experience allows me to lead our team in a very effective way.
I really enjoy attending concerts, college football games and trying to rekindle a long-forgotten tennis game. (I’m a much better fan than performer…)
