Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

With over a decade of experience I have been fortunate to have helped thousands of people from coast to coast become educated on the most relevant retirement planning strategies. My experience has enabled me to make regular ongoing national/local television appearances on all major networks and to be a nationally syndicated published author and contributor.  I make it my priority to deliver beyond my client's expectations by helping them strategize the best solutions based on their needs. My clients have peace of mind, knowing that their families and businesses will be financially sound in the event life throws a catastrophic curve ball. My dedication and passion has enabled me to build a nationally recognized business and for me to be apart of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT). An international organization consisting of the top percent of licensed financial professionals in the United States. As a part of my ever growing financial education I serve as a local Board member for the Society of Financial Services Professionals (FSP). With more than 80 years of history, FSP members are licensed professionals who must have or are actively pursuing a professional credential (designation). My current designations include: CFF-Certified Financial Fiduciary® LACP-Life and Annuity Certified Professional and the NSSA (National Social Security Advisor). Certificate Holder When I was 14 years old my mother became permanently disabled. She was side swiped by a driver who ran a stop sign. This accident accelerated her degenerative disc disease. Shortly after she was unable to work and we lost our home and had to move 4 hours away to my grandparents house. This was during the DotCom bubble, which led her to lose most of her savings and retirement assets in the stock market crash. The only source of income we had to rely upon was her Social Security Disability Income check. It was not much but it did help us out dramatically. Before I established my career in the financial industry I had always wondered, how could a single life event, such as an auto accident, completely alter a family's entire financial world? The short answer to this, we had no safety nets, no safe money strategies and very little insurance coverage. Why? The archaic financial planning models my family had in place were to put ALL your money into the markets and not to worry it will always grow and be there for you despite ups and downs. Well, financial planning has changed, in the past we did not have unlimited money printing and artificial bubbles. Shortly after these times, I experienced three grandparents that lived through long term care situations. Not only was it financially draining on our family but it was incredibly emotional. None of my grandparents had any long term care insurance, the financial responsibilities were left to their savings and our family.  My family had no professional financial experience, we came from mostly a blue collar background. During highschool and college I was working on my father's logging farm in Missouri and during the school year I was working construction and landscaping in California. After my personal family experiences, I decided to switch my college studies from Cultural Anthropology to finance. My journey in the financial services industry started when I was 22 years old. Over the past decade I have been fortunate to have my mother work with me and together we have helped educate thousands of people on how to protect their hard earned money from life’s surprises.