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!

  • Paycheck to paycheck.
  • Have no formal finance education.
  • Are intimidated by investing.
  • Are under-saving for retirement.

I will be your guide toward financial independence!

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