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What will


journey look like?

If you're an aspiring or current financial professional and want to jumpstart your career....keep reading!

Your typical journey

may look like this...

Here's why...

Financial services is competitive.  

You might have tried to find help.  A mentor.  A coach.  But either no one has the time or they send you on a wild goose chase…

As an aspiring financial professional this can be extremely frustrating. 😤
You might even find yourself searching the Internet for terms like “how to become a financial advisor” or “financial advisor day in the life”.
Which might have led you to this video…



path straight?

No way!

My path wasn’t straight and it’s likely yours won’t be either.

The question will always be…

Who and what will you let shape



Let me be honest.  

There’s learning the right way and learning the hard way.

And thank God they are mutually exclusive.

I’d love for you to just learn the right way and avoid learning the hard way, but at times that is necessary.

But is it?

Ask yourself this question…

“Could I benefit from a mentor or coach that offered their expertise and wisdom to help me avoid mistakes that would sabotage my career goals?”


This is why I recommend you take a guide along your journey.

Let me tell you a story by asking you a question…



were abroad?

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IMG_5496 (Medium)

I took the family to Jamaica and we had a guide during our trip. 

If you’ve ever spent time abroad or on a vacation, you know how helpful it is to have a guide. 

Someone that knows the best local spots to eat, shop or just avoid trouble.

Let me be your guide.

After 20 years in the industry, I’ve seen a lot and would like to share with you any and everything that will jumpstart your career in financial services.  

Now for the question I know you want to ask…

Can you really help


I’m so glad you asked that question. 😄

Dozens in my community have benefited just from my videos on YouTube…

I’ve gotten tons of email, DMs, and phone calls all about how to get started as a financial professional.

You may want to know…

  • should I go back to school for a business degree?
  • what’s the difference between a financial coach and financial advisor?
  • will I have to learn how to sell as a financial advisor?
  • can I keep my existing job and become a financial advisor at the same time?
  • what program should I take to earn the CERTIFIED FINANCIAL PLANNER™ designation?

I can keep going…but you get the point.

These are the things that are NEVER taught in a classroom, and usually come from the school of hard knocks.  

Why not learn it from a 20 year veteran of the industry?



Still reading...

You’re interested, and if you liked this video:

I’ve got a whole lot more in store for you!  So make sure you download my guide…


Because it’s going to set you up for success by helping you avoid the twists and turns that will sabotage your career.

Maybe you’re skeptical, and I get that.  So here are some questions you might have…


Q: Who are you?  How do I know you can deliver on your results?
A:  After 22 years of marriage, raising 3 children, spending 20+ years in financial services serving nearly 300 families, earning two college degrees in finance, and creating a 6-figure business from scratch…I’ve learned a “few” things that can be invaluable to someone with an open mind.
Q: What will I receive?
A: I’ll share all you need to get to the “next” level.  If you’re just starting, by the time you’re finished you will be in the top 1% of candidates.  Or if you’re struggling to get traction, I’ll put you on the path to 6 figures–just like I did for my business. 
Q: I’m in an environment that I may not be able to implement all the advice without approval from a supervisor, how do you handle that?
A: I feel ya.  Compliance is often the boogeyman that just needs to be told to “be quiet, and sit down”.  Before I started my own firm, I was in similar environments and know how to workaround these sometimes stringent requirements.


next steps!

Step 1 is to click below to download my FREE guide 
“10 Tips to Jumpstart Your Career.”
Step 2 is to join my Facebook group.  
Step 3 is to enroll in “How to Jumpstart Your Financial Services Career”.  Check out a FREE preview by clicking here.
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