Hello, I’m Brian.
I am here to accelerate your journey to financial freedom!
My wife & I have 4 daughters & live in Texas.
I spent 18 years at one of the largest tech companies in the world in Finance & Strategy roles. I primarily led transformation initiatives (such as leading profitability improvement initiatives for a $20 billion business), though I spent some years in traditional finance roles as well (including as the finance lead for a $5 billion sales organization).
I learned a lot & worked with some great people… though helping my employer make more & more money proved to be less motivating than our family’s efforts to move closer & closer toward financial independence!
Since my high school & college days, I have been immersing myself in personal finance books, articles, and more. I felt confident that over years the time invested to KNOW and to then DO would surely pay dividends. And it has!
For so many people, however, financial success has proven unattainable.
Most people live…
- Paycheck to paycheck.
- Have no formal finance education.
- Are intimidated by investing.
- Are under-saving for retirement.
I am here to change that.
I will be your guide toward financial independence!