I’m a lifetime entrepreneur. I started my first business and the ripe old age of 10 and have never looked back. Over the years I’ve run and owned businesses in a diverse range of industries from agriculture, manufacturing, music production and broadcasting.
In 2011 I started a financial planning practice designed to help other entrepreneurs plan their futures and run their businesses more efficiently, make more money, have more fun and live life with less stress.
My Financial Practice is built for entrepreneurs, by an entrepreneur. I know what it’s like to have a vision, start from scratch and pour your whole self into bringing it to life. I get you. In many ways I am you.
I put people first and profits second. Math is easy, relationships are hard. When goals and dreams are wrapped up in dollars and cents emotions run high. My focus is on you. Your goals and your dreams are of paramount importance. When we get that right everything else is secondary. As the late Zig Ziglar famously said. “You can get everything in life you want if you will just help enough people get what they want.”
I try to be innovative. Financial companies aren’t exactly known for being on the cutting edge. I am constantly on the look-out for new and exciting concepts that can help make a significant impact on your financial well-being. When something new comes along that I think can help you I am quick to look for ways to incorporate it into your plans. All-In-One banking and Video Conferencing are just two examples of the types of innovative new products and procedures that I am always on the lookout for.
I place a high value on integrity and transparency. It should go without saying that I take my responsibilities very seriously. If you can’t trust your Financial Advisor who can you trust? I always endeavor to provide you with the most open and honest assessment of any situation and have even gone so far as to divulge my compensation to my clients before they sign a contract just so there is no hint of doing something only for my own benefit.
I am committed to social responsibility and community involvement. I am a member of several community service associations and an active member of my local church, amateur sports teams and clubs. I live where I work and have a vested interest in keeping our community safe and secure.