Who am I to lead you down this path?
A wealthy life is a life well lived.
Life is meant to be lived until the end. If doesn’t stop at retirement. My goal is to sprint across the finish line – to Break the Tape – not to limp or crawl across.
What does it mean to Break the Tape?
1) Financially secure. 2) Physically able. 3) Living with purpose and intention.
I invite you to join me to run the race til the end…to Break the Tape!
I am the Integrator and Chief Investment Officer for Invst, a comprehensive wealth building and business consulting RIA. I led the launch of our RIA and helped 10X to over $1B AUM. I manage investment strategies for a billion in assets. I oversee operations, lead marketing, and make the trains run on time! That’s my day job.
Personally, I’m on a mission to help people, like you, achieve amazing success in life. In most cases that starts with your money. A good friend told me “what’s the good of all your accumulated knowledge and experience if you don’t share it?” He called me out to share it with you.
The early days...
Picture me back in the day – a young man from Alabama. I didn’t realize it then, but we didn’t have much. My first job was at 14 (at the local TV station where I rode my bike to work), and by 15, I bought and fixed up a cool 1967 Mustang with my own cash.
I was the first in my family to finish college, and that set me on a path of different jobs, always striving for more. I learned about saving money, even tried my hand at investing during the tech boom, flipping real estate, rentals and various side hustles. Some things worked out, others didn’t, but that’s life.
Life happens, when you least expect it...
Life threw me a curveball when I bought a mortgage company right before a big financial crisis in 2008. It went downhill fast – banks had no money to lend, and my business took a hit. I tried to tough it out, but things got worse, and I ended up losing everything – savings, business, you name it.
Starting over at 42 was tough, especially with a family to care for. But as things got better, I realized I had a new mission. I wanted to help folks like you overcome financial stress and achieve your goals.
Get control over your time to do what you want to do and enjoy your life.
Have confidence in your financial future.
Get control over your business so it doesn’t control you.
Have enough money for “retirement” so you can do the things that matter most to you.
Live with passion and purpose, now and in the future.
I did the hard work…so you don’t have to
In 2012, I set a goal to help a million people beat money stress. The past decade has been a journey of learning and discovery, and I want to share what I’ve found with you. I’ve created a process that works. I use it myself to become a millionaire in record time. I’m on track for my goals. Now I want to share that framework with you so you can get on track too.
My aim is simple: I want to help you take control of your life, find financial freedom, and build the future of your dreams.
Join countless others on their journey to financial freedom. Each week youi’ll get a financial principle easily understood and through unique visual charts. Each chart explains in simple terms a principle of wealth building you can apply to your own situation.
Plus, you will also receive the free guide How to Avoid the Nine Wealth Destroyers. This simple ebook walks you through the nine elements eroding your wealth and what to do about it.