
Thought Leader
Been guiding the Certified Financial Planning Profession for 30 years.

Integral
Integral Finance and Spiral Dynamics thought leader

Author
Regular contributor to Financial Planning Magazine and other leading publications.

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

Speaker
Regular speaker at Financial Planning Association events nationwide

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