I started my financial advising career in 2000. The firm I worked for hosted a daily financial talk show. In 2002, I started my own firm and began hosting my own financial radio show, and I have been educating listeners ever since. I sold my firm in 2009 and moved to Idaho to hit the reset button. I continued to work for some advisory firms doing radio. As I reflected on what I had been doing as an advisor, I quickly noticed that I had been doing it all wrong. I got back into the advisory business, and in 2015, I started my own firm. This time, things were different.

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Doing radio has opened my eyes to the needs and goals of radio listeners and the clients who come to see me for advice. I became a true fiduciary. My exposure to the experts who sat across the microphone from me for all these years has also strengthened my knowledge and ability to identify issues or potential problems presented by other advisors, CPAs, and estate planners.

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My goal is to educate you on how to receive the best financial advice possible.