Founder, The Family Wealth Education Institute
I have a burning desire to teach the smartest ways to build and keep family wealth. As a researcher, life-long wealth author, educator, and financial coach, I started with the CFP® and kept pushing to the PhD level & beyond. Why? To create and keep my family’s fortune, and help others do the same. Most folks, even really smart & successful ones, have a real time finding financial advice they can trust.