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My Why

“A financial geek.” An accurate term to describe someone who asked for a Wall Street Journal subscription for Christmas at age 14.

I had long been interested in investments, business, taxes, and money. But I had felt an equal pull to helping people and was considering ministry paths. I had presumed the two interests were in opposite directions, and mutually exclusive.

When I was working for Ernst & Young, an international accounting firm, a pastor invited me to help a couple struggling with their finances. I was hesitant; I didn’t study that in college. Working with international companies on their financial statements is very different than helping a couple prioritize debt reduction and savings goals.

So, I began studying personal finance and biblical principles. I found out about the writings of Larry Burkett and Ron Blue, two of the leading researchers and pioneers for biblical stewardship in modern times. Studying all I could from these men, I learned enough to help that couple.

Later, I provided financial counseling to another person in the church after they had gone through a divorce. Through these initial experiences, I began seeing how I could integrate faith and finances, professional knowledge and practical assistance for everyday people with everyday financial challenges. My passion began then and still continues to this day.

Because of this passion, I left the corporate world to help individuals have the financial confidence and know-how to live their preferred future, be generous, and pass on wealth wisely. Through our client-focused principles, we strive to equip people to invest on purpose and with purpose.

“My why” is to help you with your “how” so you can ultimately reach your "why".

P.S. About that Larry Burkett-Ron Blue-Dave Ramsey connection:

Like me, Dave Ramsey, financial author and radio host, also credits Larry Burkett and Ron Blue with mentoring him through their writings and radio programs. I’m a fan of Dave's ability to motivate people in an engaging way to move toward financial peace and contentment.

It was a thrill for me to write a book with Larry Burkett and Ron Blue. After Larry died in 2003, Ron and I worked together on various books. Then, Dave graciously wrote the foreword on two of them and endorsed them.