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

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.

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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.  

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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.