About

I am a Financial Planner who has captured the human side of financial planning. For over thirty-five years, I have assisted individuals and corporations in all aspects of their finances.

This site is for you. It is a compilation of topics including, but not limited to: finance, personal wealth building, motivation, political education, business tips, and, most importantly, personal growth and development.

The goal is to share time tested ideas, our investigative research, and, articles from other authors to give you an unbiased educational platform. From this educational level, you can make informed decisions about many aspects in your life.

I welcome your ideas and comments. Most of all…I wish that every dream of yours comes true, and, you achieve the ultimate level of greatness!

Here are some words from people who I have worked with:

“My head is still buzzing with all the new knowledge that I can put to work because of your class”

— Tami Burns, Manager, Home Depot

“Your understanding of finance, ability to teach others, high standards and no nonsense style are most impressive.”

— Jim Boyce, Convergys Corporation

“It was by far the best seminar I have ever attended. Imagine wanting a ‘finance’ class to go on longer.”

— Art Butler, Sales Manager, Black and Decker

“There are very few times in one’s lifetime where you know you have met someone who will have a major impact on your life. I now know that for me, you are one of those people in my life.”

— Eva Baez, American Honda Motor Company

“I don’t get moved by too many speakers out there, but you have undoubtedly made an impression in my life. As a student, I simply want to say “Thanks” for your time, energy, wisdom and encouragement.”

— Jim Sorensen, Harley Davidson