I'm fueled by a passion to empower consumers to make smart and strategic financial decisions. Making the most of your business and your money doesn't come easy! Knowing what to do, how to do it, and wondering if you made the right decision can be challenging. I understand how that feels and am passionate about helping you make the financial decisions you want to make, but may not understand how to make. There’s a lot of information out there, much of it conflicting, so it can be hard to know how to make sense of it. I want to cut through the noise and help you interpret that information so you can apply it properly to your situation. Why am I an excellent resource for a reporter, well I'm glad you asked. Not only did I graduate with a degree in Journalism, but as a self-avowed tech junky, I spend a considerable amount of my time producing content to further our mission of financial empowerment. I have an audience-first mentality and collaborate well with reporters that are like-minded
Finance, investing, insurance, business planning and optimization, retirement plans, retirement income planning, and wealth management
Numerous articles in publications such as associationsuccess.org, Associations Now, InsuranceNewsNet, NAIFA's Advisor Today, NAILBA's Perspectives, and many others
During college worked for the Indiana Daily Student (IDS) newspaper, have been a frequent podcast guest, and routinely write 1-2 articles a month for a variety of publications, run my bi-monthly podcast titled, "That's My Financial Guy."
Million Dollar Round Table (MDRT), National Association of Insurance and Financial Advisors (NAIFA), American Society of Association Executives (ASAE), Equality Chamber of Commerce Washington DC, Greater Washington Hispanic Chamber of Commerce (GWHCC), Green America, Online News Association (ONA)
Bachelor of Arts (BA) in Journalism from Indiana University (class of 2002)