Having experienced the emotional pain of losing control of my own life as a 31-year-old, I made it my life’s mission to help people understand what is important about money to them so they can play and win the game of personal finance while holding true to the values they have in their life’s.

I never want anyone to experience anything close to what I did.

The truth of the matter is a long-term financial success isn’t common at all. It is estimated that 20 out of 20 people want to achieve financial success YET only 1 out of 20 people actually do!

Why? 

Life happens and poor decisions are made that prevent them from reaching the success they want. Many times they take too big of risks for too little return. Other times, they jump in and out of “the next big thing” that promises them they will get them where they want only to see it collapse.

The intensity of life has people reacting without a true vision of what they truly want and the clarity of the decisions needed to get there.

People do work hard, but they tend to take risks without understanding what can go wrong and protecting themselves from them while they learn from programming that is often just a sales pitch disguised as advice…

This is what I realize today and a big reason I left myself open to losing everything which brought me to this profession.

Since 2003, I have spent thousands of hours understanding how the financial game works. I earned my CERTIFIED FINANCIAL PLANNER™ certification and started my company, Decision Tree Financial to help people understand the relationship between making smart financial decisions and fulfilling their values in life.

I do this through my Financial Freedom Process which is a holistic, dynamic process to organize your life, be happy and realize the financial success you deserve.

The system has not only helped professionals, business owners, and retirees; it helped ME TOO.

In 2016, I was diagnosed with stage 3 advanced esophageal cancer. It was given a grim prognosis with the odds against me BUT, because I clearly understood what I wanted to do before this diagnosis, I didn’t have to worry about money while fighting.

Of course, I have beat it so far and am in better shape today than most people my age. Now I am on a mission to share the system with those who want my help so they too can make smart financial decisions that help fulfill their own values.

I have the license to help you with financial planning, investing, insurance and mortgages. As a CFP®, I act as a fiduciary, always putting your interests first.