Home: Overland Park, KS. Birthplace: Kansas City, MO. Profession: Investment advisor representative, economist. Organization: Royal Fund Management, Creative College Consultants. Title: Founder of Creative College Consultants. Alma mater: University of Missouri (BSBA, MA, economics).
Current project: Focused on enhanced offerings to clients to build wealth and peace of mind. Recent recognition: Recent recipient of Advisor of the Year at Royal Fund Management. Latest contribution to others: Mentoring young people in the financial field to help others with personal and financial growth. What’s been your big (or biggest leap)? Going from a banking CEO to providing personal wealth management. Hobbies: Tennis, volunteering, rock and roll guitar and drums. Recent travel or adventure: Ziplining in Alaska to quell my fear of heights. Last book read: A Republic, If You Can Keep It, by Neil Gorsuch.
Personality profile: Open-minded, learning something new every day, driven, innovative, optimistic. Moral compass: Empathy. How would it feel if it happened to me? How do you define a perfect friendship? Mutual trust, unconditional support, respectful communication, appreciation of others’ values. What is your greatest joy? My children growing into responsible adults. My financial advice on clients’ lives. What is your guilty pleasure? McDonald’s chocolate milkshake. What word or phrase do you use far too often? This too shall pass. What occupation, other than your own, do you most admire? The bravery of astronauts. How do you relieve stress? Exercise.
What was your first paying job? Local TV reporter. What’s prominently featured on your home or office wall? Art, because it brings inspiration. What’s the best advice you received in your career? Don’t ever give up. What modern technology innovation do you most appreciate? Artificial intelligence, when used properly. What is your favorite app? Google Earth. What is your go-to source of creative inspiration? Symphonic music, rock and roll, and contemporary art. What company or organization do you most admire? Space X.
What is your big idea?
Using AI to drill down on specific investment strategies for each client investor.
What change would you like to see in the world? Financial literacy taught as a fundamental skill from a young age. What widely held belief do you reject? Animal protein is healthy. What mega-trend most excites you? Space exploration. What mega-trend most concerns you? Artificial intelligence being used to manipulate or confuse.
What title would you choose for the movie about your life? Reinventing: The Need to Adapt to Remain Relevant. What actor would you choose to play you in the movie about your life? Clint Eastwood. As a kid, what did you first want to be when you grew up? An architect, to be able to kinetically create. After your loved ones, what object would you first save from your burning home? My children’s early artwork. What advice would you give your younger self? Be flexible to accept change without hesitation. What period in your life would you do differently, if you could? Stagnant thirties.
Personal mission: To lead by example, cherish my family, and contribute to my community with integrity and kindness. Personal motto: Believe in something, do the work, make your family happy, stay humble. Favorite quote: “Tell me and I'll forget, show me and I may remember, involve me and I'll understand” (Chinese proverb). Desired epitaph: Be your best, always.
