- Certified Public Accountant (CPA) greater than 20 years
- Chief Financial Officer (CFO) at both small & mid-size companies
- Real Estate Investor and has 35+ years of experience
- Business Consultant
- Precious Metals and Exchange Traded Fund Investor
- Financial Author and Lecturer
My Mission: Make Investing, Finance, Small Business, Personal Development, and Being Successful Short, Understandable, and Easy
I worked with numerous wealthy investors, business people, and regular working Joes and Josephines. I consistently observed two things. First, wealthy investors and business owners received services and purchased financial products from competent professionals who put the needs of their customers first and their own fees and compensation close to last. Second, regular working Joes and Josephine’s with limited financial knowledge received services and purchased financial products from salespeople, typically with limited knowledge about their service or products, who almost always put their fees and commissions first and the needs of their customers last. The result was that working people were directed to the wrong product or expensive services that weren’t needed. I decided to write short, simple books to accomplish my mission that explains both what to do and how to do it for each topic.