My "why" is driven by childhood and early adult experiences. As a child, I felt as if I was a financial burden on my family, as I watched my mother struggle to make ends meet. I was bullied at school because I could not read, write or spell, due to undiagnosed dyslexia, which led me to feel like I was a disappointment to my father, the smartest man I have ever know, even to this day, as I tried my best to live up to his high expectations. These events drove me to become an academic overachiever and put me on the path to seek and to achieve financial independence, so I could have "more" control of my own destiny.

Like most people I found myself working hard, while struggling financially. In my first career as a Design Engineer I grew tired of creating, designing and launching new state of the art products that made corporations and executives in those companies wealthy as I struggled financially.

After the 2000 tech bubble burst, while I continued to love technology, I wanted and needed a change. I went back to night school to complete all the coursework to become a Certified Financial Planner to help others like myself to learn to make better financial decisions and to work toward achieving financial independence.

I would go to work major companies on Wall Street for 10+ years before escaping to go independent ten years ago. Being an independent financial advisor allows me to build and operate my business my way, accepting only those as clients who listen, appreciate how I help them, and act on sound financial advice.

By walking the talk and becoming debt free by following my own advice, I earn the respect and confidence of my clients, and that helps me attract new clients. I purposely limit the number of individuals or couples I will accept as clients, so I can give each client all the time and attention they want or need. In my spare time, I give back to society by helping non-clients to get on the right path financially, as nothing pleases me more than knowing I am making a difference in others lives.