I am passionate about helping other to set and achieve their goals. I feel sad that so few young people have any guidance. I’ve learned from a lifetime of poor bosses that most people go through their lives without encouragement, without mentoring. I try to fill this gap, helping and encouraging.
Professionally, I am a fee-only financial planner and carry the same passions about helping others. Everyone is getting ripped off despite the overbearing government regulation that is placed upon us. I strive to help people make good decisions about their financial situation without trying to manage their money, sell them insurance or make money off of them in any other way.
I studied Archaeology as an undergrad and received a Master of Management degree (similar to an MBA) from Northwestern University. I hold the CFP and ChFC professional financial planning certifications and have more than 30 years of experience working with the markets. The past ten have been in a fee-only capacity.
I provide free comprehensive financial planning help at my site www.assetdesigncenter.com. Take a visit there if you want to take steps to improve your financial position.
