An experienced fee-only financial planner and servant leader, I guide a team that helps hundreds of families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class clients allows us to provide holistic, fiduciary advice on a fee-only basis to those who previously did not realize such a service existed for them. By leading our clients through understandable systems and processes we coach them to use money more effectively to realize a satisfying and fulfilling life. We strive to be a vital resource providing clarity and focus in our clients’ complex financial lives.
My passion for leadership led to a natural transition to serving the financial planning profession. During my tenure on the Financial Planning Association (FPA) national board I served as national President in 2009. The financial crisis that emerged during my service set the stage for the next stage of my volunteer leadership journey. FPA, NAPFA and the CFP Board started formally working together to advance the financial planning profession. The Financial Planning Coalition that resulted has been a powerful voice for protecting the public.
I served as the 2018 Chair of the CFP® Board national board of directors. Our mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical financial planning resonated deeply with me.
Since I live our message of Planning For Some Serious Freedom, I spend a few days per month enjoying my side gig which is flying Cessna Citation Jets as a professional pilot. Some of my free time is spent at my vacation home on the Missouri River in northeast Nebraska water skiing with my children. And, if you want to talk sports cars and/or motorcycles feel free to reach out.