Senior Partner, Managing Member
|
|
Just who am I anyway?
I grew up in Crystal River, FL, went to school at the University of Florida and studied Economics. After school I served in the intelligence area of the US Army leaving with the rank of Captain.
In 1972 I began working in a bank in Pensacola, FL. I started as a trainee and worked my way up to the number two officer in the bank. After 12 years in the banking business, I needed a new challenge so I left and became a Certified Financial Planner. I started Money Professionals Group with three partners in 1987.
I taught classes at colleges on successful money management. About 4,000 people attended our classes in three years. I think we learned more than the students! Tom Wuchte and I hosted a radio talk show called "The Money Professionals" for four years.
As time went on our clients asked us to help them get mortgages. That led me back into the lending business. For a time we even operated a branch of a mortgage lender. I know what it takes to get your a mortgage loan, help with your credit, or work with your budget. Getting you out of debt may be simpler than you think!
Why is this all important?
Because you need to know about who I am. You need to know I am qualified to help YOU! I have worked with people and their money all of my adult life. I know the ‘money’ business. Whether you need hourly, fee only advice or complete wealth management services...I can help!
HOURLY, FEE ONLY advice enables me to serve all people, no matter how much they have or earn. As your wealth grows, life doesn't get simpler...it gets more complex. You have worked hard for your money, I can help you do more with less risk. I manage portfolios of no-load funds and ETF's for individuals. I do not earn commissions for hourly or portfolio work. If you need money, I have the experience to help you obtain the best type of mortgage loan for your individual situation.
|
