Trusting someone with your money is not easy. It’s a difficult decision requiring much thought. Please don’t take it lightly.
So before you decide, you may want to read and learn a little more about me. We will also meet and get to know each other in person. Our relationship and chemistry either works or it doesn’t work.
Here’s a little more personal information about me. After reading this, you can either contact me or say, “Thanks, but no thanks.”
I have a Ph.D in psychology and have always enjoyed learning about people and what motivates them. What’s important to them? My focus now is helping each person have enough money to live the life she/he desires.
I have been blessed to be happily married to the same woman for 32 years. We met 35 years ago as “clients” in a therapy group. Being in individual and group therapy helped me have the wonderful life I have today.
I have loved dogs my entire life. I have an older brother and sister, but they were on to college when I was a child. My childhood best friend was our dog “Trinka.” We talked and listened to each other. I have had many dogs during my adult life. They teach me about love, humility, having fun and the joy of eating.
I also enjoy playing golf twice a week. I love to travel (my wife is a good trouper) and learn about different cultures. We enjoyed trips to Japan and Turkey pre-pandemic.