and I'm here to help you take control of your finances. I've been doing financial planning for over 30 years, working with top executives, entrepreneurs, and business owners to help them understand their financial position and set achievable goals.
As the director of Financial Freedom®️ and the creator of the Work Optional Lifestyle Financial Planning®️ Program, I'm dedicated to helping stressed-out business people like you get their mojo back. My program provides a deep understanding of your financial situation and a roadmap to reach your personal and professional goals.
I'm a mortgage broker, coach, mentor, author, and international speaker, and I've earned a reputation for being a no-BS financial expert. Let's work together to make your financial goals a reality!