Blogger, Business Owner

My super-power is organizing things. I LOVE trying to make things fit. My background is in finances so naturally, I like organizing people’s money. I am also spiritually oriented and enjoy looking at things on a deeper level.

Money has always impacted me. Growing up, we lived in the biggest house and had the nicest cars. Our family motto was "he who dies with the most toys, WINS!" We had two corvettes with the license plates TOY 2 and TOY 3. Apparently, TOY 1 was taken. It's a great motto if you get to enjoy them. But I didn't see my Dad too much. He was a workaholic. 

One year my Dad was writing an article for work about timeshares. We went to Florida, the Timeshare Kingdom. The year was 1987. It was the year my grandma died. My Mom made him buy the timeshare on the spot. 

Up until then we'd camped or taken an overnight vacation every now and then. But not often, and time was slipping away. My brother was in high school and I was in middle school. We finally had something to look forward to every year. That one week together at the golf course, or on the beach. 

In 1997 I started working at my Dad's company doing financial planning. He introduced me to The Millionaire Next Door by Thomas Stanley and I started saving money. I also got to spend a lot of time with him. But there was always a strain around money. It seemed like there a balance between time and money. You could have one or the other, but not both. I think it comes from the motto he taught me early on that time is money.

In 2007 my son Tyler was born. The strain around time and money compounded. In 2008 I started IAM Financial because I wanted to change my relationship with money and share it with the world. I knew there was a better way. 

Now, I'm a self-made millionaire and take summers and December off. I had a client tell me "I want to do something in my next phase in life that will give me a little money and doesn't require 80hrs a week. Kind of like you." He makes $700,000/yr and has a net worth of over $3.5 million. But he knows the value of time and money.

Oh, and my kryptonite is saying no to people. So I'm working on an online course that'll teach others how to organize their money so they can enjoy life.