EDUCATION → AWARENESS → EMPOWERMENT
During Solomon’s lifetime Judah and
Israel, from Dan to Beersheba, lived in safety,
everyone under their own vine
and under their own fig tree.
- 1 Kings 4:25
HOW CAN I SERVE YOU?
ERISA §3(21) fiduciary at participant level; group and individual meetings; isolated meetings or ongoing curriculum;
FINANCIAL CONSULTING & PARAPLANNING
CFP® Practitioner; Train planners, Enter data; Create and analyze reports; Client conversations; eMoney Advisor license
CONTINUING EDUCATION SESSIONS
Onsight or virtual continuing education sessions for CFP Board and/or ASPPA. Approved by CFP Board to teach CFP Ethics content.
I PARTNER WITH ORGANIZATIONS, ADVISERS, AND SPONSORS TO EMPOWER EMPLOYEES
I am unique in the qualified plan education industry. I am a full-time higher education professor with associated credentials. I have direct experience in wealth management and qualified plan education, investments, and design. I have nothing to sell and no conflicts. I believe employees should be empowered to take control of their financial lives. I believe the only motivation of an educator is selfless service.
Through my work in higher education, I am in my dream job. I love mentoring the next generation of fiduciary financial advisers, qualified plan employees, and educators.
I work to serve others and I strive to be a positive leader for my family. I love reading and being in nature. CrossFit and running keep me humbled and hungry. I cheer for the Chicago White Sox, Chicago Bears, Chicago Blackhawks, Chicago Bulls, and the Michigan Wolverines.
ACADEMIC AND PROFESSIONAL BACKGROUND
I believe credentials and education matter because they highlight an interest in lifelong learning and intellectual curiosity.
MASTER OF SCIENCE: PERSONAL FINANCIAL PLANNING
MASTER PLANNER ADVANCED STUDIES (MPAS®)
ACCREDITED WEALTH MANAGEMENT ADVISOR (AWMA®)
CERTIFIED TRUST & FIDUCIARY ADVISOR (CTFA)
QUALIFIED PENSION ADMINISTRATOR (QPA)
QUALIFIED 401(K) ADMINISTRATOR (QKA)
CHARTERED LIFE UNDERWRITER® (CLU)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
LIFE & ACCIDENT/HEALTH INSURANCE LICENSE