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?
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
FIDUCIARY TRAINING
Foundational training and discussion concerning fiduciary responsibilities for non-profit boards and investment committees
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 PARTNERÂ 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, 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
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