The Personal Finance Kit is the product of various personal finance seminars, numerous face-to-face client meetings and 17 years of financial services industry experience.
During my career, I have had the opportunity to provide personal finance and investment management advice and counsel to churches, government entities, institutions, successful companies, not-for-profit organizations, venture capital firms and both the rich and financially challenged. As a direct result of
my Christian upbringing in the church, the faith-based community is very near and dear to my heart. I hold a special place for spiritual people and religious institutions that practice what they preach. More on that later in the upcoming seminal treatise on Spiritual Stewardship of Wealth.