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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?

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EMPLOYEE EDUCATION

ERISA §3(21) fiduciary at participant level; group and individual meetings; isolated meetings or ongoing curriculum; Certificate in Financial Literacy

FINANCIAL PLANNING CONSULTING

CFP® Practitioner; Train planners, Enter data; Create and analyze reports; Client conversations; eMoney Advisor license

COLLABORATIVE DIVORCE

Unbiased, fiduciary financial planner to serve a collaborative divorce process; financial neutral; focus on finances as one household transitions to two  

CFP® 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, running, and boot camps (my wife's a personal trainer) 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.

January 2019

MASTER OF SCIENCE: PERSONAL FINANCIAL PLANNING

January 2019

MASTER PLANNER ADVANCED STUDIES  (MPAS®)

December 2018

ACCREDITED WEALTH MANAGEMENT ADVISOR (AWMA®)

May 2017

CERTIFIED TRUST & FIDUCIARY ADVISOR (CTFA)

October 2016

QUALIFIED PENSION ADMINISTRATOR (QPA)

April 2015

QUALIFIED 401(K) ADMINISTRATOR (QKA)

December 2013

CHARTERED LIFE UNDERWRITER® (CLU)

September 2012

CERTIFIED FINANCIAL PLANNER™ (CFP®)

September 2009

LIFE & ACCIDENT/HEALTH INSURANCE LICENSE

May 2004

MASTER OF ARTS: ENGLISH LITERATURE