My work has put me in thousands of conversations about choices, uncertainty, ambition, responsibility and change. I’ve served as an advisor, manager and RIA president—roles that taught me how financial decisions ripple through families, teams and organizations.

Writing and podcasting widened that view. As an author and interviewer, I’ve had the privilege of exploring how people think, what helps them act and why good information alone is rarely enough. The common thread is not a product or a formula. It’s the effort to turn knowledge into capability—and capability into a life with more freedom and purpose.

I’m also an athlete, husband, father, teacher and lifelong student. Those parts of life keep the work grounded. Money never exists in isolation; it sits inside relationships, health, work, community and the future we imagine for ourselves.

That is why my work expanded beyond traditional financial advice. Today I help organizations strengthen financial wellbeing, help ordinary people become Wealth Builders, and help advisors build practices that are more capable, valuable, trusted and referable. I keep returning to one idea: build the resources and habits that let you build what matters.