FinTech CEO and Virtual CFP® for Self-Minted Millionaires.United States
I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it!
A few bits about me:
● Triple Citizen
● Delta Million Miler
● Husband and Father
● Car Enthusiast
● Aspiring Surfer
● Jumped out of a plane, willingly!
● 40 Under 40 Class of 2019
● Money Nerd
I entered the financial services industry in 2006 and experienced a high level of success early on which I attribute to the philosophy of "do what is right for my clients and eventually I will get paid." After 3 years I started my own firm.
In 2013 I made the decision to transition my practice to a Virtual model. I did this to best serve my unique clientele time while also ensuring a great life-work balance for me to spend more time pursuing my passions and enjoying more of life's moments with my wife and son.
I am also a FinTech CEO trying to solve some pretty big problems with some awesome solutions.
I am open to working with people who share similar passions, philosophies on life, especially those who love to travel!
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