I was born and raised in the far reaches of the Upper Peninsula of Michigan and have been fortunate to have lived and traveled to many parts of the world. My preference over the years has been to live and sail upon the waters, be it the Great Lakes, Chesapeake Bay or one of the two oceans that bookend our great country. Nonetheless, I have found the Southwest Desert and the Rocky Mountains to be more than an acceptable alternative.
It is a big wonderful world and whether you chose to be a globe trotter or a home body finances play an important role in our well-being. It has been my life work to understand the relationship between financial soundness and a quality life. My formal education took place in Michigan, Maryland, and Germany but my financial education has been fungible and is still ongoing.
My practice has provided me great satisfaction and meaningful life’s work. I am always honored to share that.