The past 25 years of my career has been spent consulting with business owners regarding how their business finances intersect with their personal finances; Drive Planning is designed to serve our clients in a fresh and even better way. Drive Planning is a culmination of my years of education in business. Within just a few hours our process provides a new confidence to our Members regarding their personal financial state, as well as a definitive plan for the future. A new lens for creating Contractual Wealth provides a predictable and understandable prescription for future success.

• Chief Executive Office – Drive Planning
  2014 – Present
• Contributing Author – Financial Planning Magazine
  2012 – Present
• Catalyst Wealth Management – Managing Partner
  1997 – 2013