After over 32 years in the financial services technology industry and being abruptly terminated from what I thought was the job from which I would retire, I was faced with the stark reality that I was not as prepared as I would like to have been and should have been for this unforeseen life interruption. As a result, I began the journey to reinvent myself and my career not wanting to settle for more of the same. I never thought the answer would upend my thinking about money and draw me into a group of like-minded financial professionals looking to teach the whole truth about money in order to create a sustainable and predictable path for creating and growing wealth that extends from one generation to the next.
As a member of the Prosperity Economics Movement and Alliance Group Financial, I approach financial matters from a different perspective than most and refuse to blindly follow the conventional wisdom of Wall Street, the media, and financial rockstar personalities who tell us to defer taxes using qualified retirement plans (IRAs, 401(k)s and the like), pay off our mortgages as soon as possible, pay cash for our cars, buy term and invest the difference, and so on. None of those strategies are necessarily bad, but there are alternatives that can be more effective and that give you more freedom, certainty, and flexibility to react and adapt to change and circumstances without causing hardship or derailing your financial plan. We seek to educate and inform so that YOU can make the best financial choices for you and your family and understand why those choices are right for you.
I welcome you to explore my website and learn with me how to take control of your financial future by using proven financial strategies and principles that make your money work harder by you becoming smarter.
Take control! Become free! Think differently!