About Me
No, I'm NOT out to sell you investments!
Instead, I have a heart for helping others be at peace with their finances and learn how to better serve God and live a more fulfilling life by the appropriate use of money. I charge only a modest fee for my classes and coaching to cover my expenses. Some I do for free.
I have a Bachelor’s degree in English, awarded more years ago than I care to advertise here. I worked in a variety of positions in health care, but always had an interest in how to responsibly handle money. I lived through some lean times, but they taught me valuable lessons. I finally acted on my avocation and took master’s level classwork in financial planning, completing the coursework designed for Certified Financial Planners, at the College for Financial Planning in 2009-2010. My career after that included working in the investment world and medical insurance. I am a Master Financial Education volunteer for the Virginia Cooperative Extension and am the chairman of the finance committee at my local church.
But an English major that coaches people on money matters? When you stop to consider how important communication is in any field, it makes perfect sense. I speak in plain, understandable language, avoiding technical jargon and “mansplaining” in a subject that is too often overrun with acronyms and techno babble. I have not succeeded in my role unless and until everyone leaving one of my presentations or coaching sessions understands all that was said.
I am not a registered financial adviser. The comments and opinions in this website, blog, and in my presentations are my own unless otherwise noted and do not represent those of any other individual, group of individuals, or company. They are not intended to be, nor should they be construed as, investment or tax advice. Any investment is subject to losses, including loss of principal. Past performance of an investment does not guarantee future results. I do not own individual company stocks, being invested solely in mutual funds, electronic traded funds (ETF’s), and in U.S. government bonds.
