I have spent the last three decades in the financial industry coaching, educating and analyzing the financial well-being of individuals of all ages, backgrounds, and income levels.
Driven by a passion to improve the financial well-being of individuals, I began with one-on-one mini-presentations and grew to National speaking engagements with 2,000 people in attendance.
Speaking to these groups inspired me to develop a financial literacy presentation package to help industry professionals differentiate themselves in a competitive marketplace and further inspired me to author and publish the book Digging Out.
I believe that financial well-being is a state of mind. To eliminate financial stress and improve your financial outlook, the material has to be presented in an approachable, easy to understand format.
Financial well-being is a state of mind.
Teaching it in an approachable, easy to understand format, is a gift.