As I started to ponder my next steps after a lengthy and fulfilling corporate career, I wanted to focus more of my energy on giving back, which ultimately led to my decision to double down on my passion for helping others with their personal finances, using the knowledge that I’d gained from professional and volunteer experiences, education, and knowledge gained while putting two kids through college (debt-free!) and positioning myself and my wife for retirement. My first step down this road was to start a personal finance podcast, which I ultimately used as a platform to launch CFO at Home Financial Wellness, to educate others on financial literacy, promote financial wellness and equip them to become the “CFO” of their homes.

In addition to my corporate career in Finance and Project Management, MBA degree, and Certificate in Financial Planning from Florida State University, for the last 20 years I’ve offered financial coaching and education services on a volunteer basis through my local church. In 2020, I started the CFO Home Podcast, where over the course of nearly 200 episodes I’ve interviewed personal finance professionals in nearly every specialty area. Now, as a Certified Personal Financial Wellness Consultant and Certified Financial Education Instructor through the National Financial Educators Council, I’m continuing my mission of helping others take charge of their financial lives though CFO at Home Financial Wellness.