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Cultivating the Art of Money.


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Thought Leader

Been guiding the Certified Financial Planning Profession for 30 years. 


Integral Finance and Spiral Dynamics thought leader


Regular contributor to Financial Planning Magazine and other leading publications.

Financial Planner

Been paving the way for the Financial Planning Profession for 30 years


Regular speaker at Financial Planning Association events nationwide


Helping the financial advice profession know what it is to think… like a CFP®.

“Filled with thought provoking insights and deep reflections from a lifetime of study, this is a must have book for financial planners, educators, and thoughtful citizens alike.”

Dr. Dave Yeske, CFP®,


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Financial Planning 3.0?

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