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The Full Story

About

I retired from the United States Marine Corps in 2020, with over 30 years of service.  Even though I studied Finance for my undergrad degree and MBA, I learned personal financial planning through self-study and immersion over the last 25 years.  More recently, I completed Ramsey Solutions' Financial Coach Master Training.  I also lead Financial Peace University classes at my church, Centerview Baptist, in Jacksonville, NC.

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Mission

To help educate, guide, assist and mentor individuals and families on their journey to financial freedom!

Vision

To positively affect the lives of Americans throughout the country.

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