Your Personal Financial Coach, LLC

A lot of people don't realize that the stress and anxiety in their life is caused by financial problems. I help people overcome these challenges by gaining clarity, focus and direction. Together we build a unique plan and take clear, accountable action for results that matter.

I have personally beat debt, built wealth and now strive every day to live with purpose. Do you want this too?

Yes, that's right. We have been debt free now for the last seventeen (17+) years. This includes the mortgage.

Can you clearly and succinctly answer these three questions? Are you happy with your answers?

  1. Where are you now?
  2. Where are you trying to go?
  3. How are you going to get there?

TODAY IS THE DAY! Settle the matter and choose to change.

Let's have a conversation and discuss the art of the possible. IF YOU ARE MARRIED, BOTH NEED TO PARTICIPATE. This is a team effort.

About me: I am a husband of 30+ years and father of 2 young adults. I have also been a student of all things related to personal finance for more than 30 years. I enjoy applying my education and experience helping individuals, couples and small business owners. As a retired Air Force officer and having worked 20 years in a corporate finance-related capacity, I bring a depth and breadth of experience and perspective. I thrive on real human connection around what truly matters and enjoy seeing others achieve what seemingly has been out of reach.
Licenses & certifications:
Certified financial coach
Certified Financial Planner™
Certified Public Accountant
Accredited Financial Counselor®
YNAB Certified Budget Coach
Certified Money Coach (CMC)®
Not certified
Education: Master of Science Business Administration (M.B.A.); Financial Coach Master Training
Meeting location:
In-person
Online