About

Hello!  Thanks for stopping by to learn a little about me …

As the oldest of four children (and only 4-1/2 years between me and my littlest brother), I’ve been a leader my entire conscious life.

After high school, I attended and graduated from the U. S. Naval Academy and became a Naval Officer.  So, I have been a manager my entire adult life.

From Junior High on, I went through an informal apprenticeship with my Dad who introduced me to term life insurance and mutual funds, paying yourself first and the miracle of dollar cost averaging.

Even more importantly, he taught me the value of serving others’ best interests – he simply would not sell someone something he knew they did not need even when he could have.  Later, he made me a trustee of the family estate (yes, blue collar workers can accumulate wealth!) and taught me to manage a portfolio of mutual funds and dividend-paying stocks.

I have enjoyed working with money – and teaching people to manage their own money – ever since.

For more on my work history, check me out on LinkedIn.