Note: The following is based on an article written by the Alliance of Comprehensive Planners (ACP). They interviewed me and featured the interview as an ACP Success Story of the Month in November 2020 on the ACP website. I am happy to support such a great organization. The ACP helped me start my RIA firm… [Continue]
Message to My Clients – Upcoming Road Trip and Living Our Best Lives
September 8, 2019 By
Hello All, I am getting ready to head out next week on my annual road trip to the Midwest with my dog Lily. My wife cannot go this year so Lily is the next best companion! I have made this trip many times in the past 8 years with Lily, and before her, our beautiful… [Continue]
15 Tips for Young Professionals and Career Changers
November 30, 2018 By
Introduction I was recently invited to present a webinar for financial planning students at Kansas State University. The objective of the webinar was to share my personal story on becoming a financial planner, provide insight on how I run my firm, and on how I work with my clients. I was also asked to include… [Continue]
I Am What I Was – An Entrepreneur
March 19, 2017 By
I believe that for most of us, the adult we have become is a reflection of the child we once were. Childhood Experiences Shape Our Lives I love meeting people and learning about the paths they took to get to where they are today. In these discussions with others, I find quite often that events… [Continue]
It Is Not All About Money
August 16, 2016 By
In this article I talk about things beyond money and get a bit touchy feely. Put Money into Perspective As a financial planner, I focus heavily on making sure my clients are saving a sufficient amount of their gross income towards retirement whether retirement is 10 years away or 40 years away. In addition, I want… [Continue]
Your Dreams Give You Direction and Purpose
February 22, 2016 By
Throughout my life, I have always had big dreams running through my mind. Most were not grandiose dreams that had no possibility of coming true. However, they were dreams that at the time I conceived of them, seemed impossible to achieve. Nevertheless, I would set goals around these dreams and imagine them coming true. I… [Continue]
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