I love helping people make a better life for themselves and their families. It puts a smile on my face.
I was 25 years old when I realized I had grown up in a financial mess, and I was headed in the same direction as my parents. It was at that time I began learning about money, and put together my plan to become a millionaire by age 40. I hit my goal, and now I’m on a mission to help others become millionaires. I believe virtually anyone can become a millionaire…if they do the right things. Yes. Almost Anyone. But it takes work.
By helping others get their money on track, wonderful things can happen. Life can become better, and you acquire this wonderful ability to begin helping others. Wealth used the right way has that ability, and there are a lot of people that need help.
passion and vision
I’ve spent over 16 years working in the personal finance space as VP, CIO and COO. Over my career, I’ve focused on developing digital products and systems to help people with their financial education and tools to manage their money.
Over time, I realized one of my passions is to see people succeed and enjoy a better and more fulfilled life. One of the components for a more fulfilled life is personal finance. I’m looking forward to a future of helping others recognize and achieving their own capacity to build wealth for themselves and their families.
I love making people smile. If I ever meet you, I hope to leave you a little better off than before you met me, and I hope to leave you smiling.
I graduated with a B.S. in Mechanical Engineering in 1993 from Pensacola Christian College. In my first year after college, I spent time at several different manufacturing facilities on assembly lines attempting to work my way into an engineering position. Falcon Fabricators, manufacturer of stainless steel restaurant equipment, Whirlpool, manufactured air conditioning systems, and finally landed back the company I interned with in college, Bennett Tool and Die, a job shop for General Electric, Yamaha and several other clients.
Several months after returning to Bennett, I was moved into the engineering department where I spent six years doing engineering and network administration work. In March 2001, I made the decision to say goodbye to my engineering career and move full time into digital and technology. I moved into the personal finance space when I joined a small company as part of their digital team. Over time, I moved into a Vice President role and then on to CIO and later COO briefly before my exit.
As VP and CIO, I spearheaded the transition from an analog company into the digital world. We were very early stage innovators in the online space with online lead generation and managements systems in 2002, early adopters of ecommerce, developed advertising synergy between our radio and online advertising, elearning pioneers, online budgeting technology in 2003, early leveraging of website analytics to grow our business, and much more. As the primary leader of our digitial expansion, I oversaw and influenced the maturing of our digital strategies and growth of our digital team from a staff of 3 to 150.
As COO, I worked along other board members to transition the company to a more strategic mindset with an annual strategic planning process, development and communication of a strategic plan to the leadership team and company as a whole.
I met my wonderful wife Beth in 1997. It didn’t take long to figure out we were meant for each other, but at 27, we were a little skeptical. After getting past the doubts, I proposed in early 1998 and married the girl in the fall. That was over 20 years ago. Since then, we’ve been on plenty of adventures and somehow endured them all. She didn’t know what she was signing up for when she said “I do”, but she’s hung in there like a champ. Life gets better every day that I wake up and get to see her.
Along the way, we somehow managed to have six children (3 boys and 3 girls). They’re all wonderful too, so I guess they take after their mother. Like any daddy, they all have me wrapped around their finger. I know how tough life can be, and I also know how amazing it can be if you do the right things.
Personal Finance, organizational planning, business planning, problem solving, leadership development, team skills mentoring, innovative thinking, digital business development, and leveraging the power of pulling together technology and business. Really appreciates the freedom to influence his surroundings, affect change and make improvements in all areas of business and life.