I’m a story guy—your story is unfolding right now and I want to help you write the next chapter.

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I thought I’d be a trumpet player. It was my all-consuming passion until I walked away from my professional music career at 19. Why the shift? I heard a recording by Jon Faddis, a protégé of Dizzy Gillespie, who was the same age as me. I knew then that while I was very good, I’d never be great.

And I wanted great.

So I stayed in school and mastered accounting and tax while amassing a mountain of student debt. I started working off that albatross in the high-pressure public accounting world and quickly started a side gig (doing tax returns) so I had an exit plan.

And then I discovered financial planning. Cue music and turn up the lights—this was the stage where I was meant to use my talent. I became a Certified Financial Planner®, built my fee-only, multi-advisor firm and became an expert at Financial Life Planning, including writing a book to guide other financial planners.

I’ve worked with over 4,000 women, men and families in my one-on-one consults, led workshops and trainings in over a dozen cities and given talks to thousands of people.

All of those experiences have inspired and informed my latest book: The Feel Rich Project (Career Press, June 2016).

Bottom line: I feel richer when I’m helping people find their happiness.

The Feel Rich Project

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