Bio

Work to promote Financial Literacy and Financial Wellness through my work as a published author, Financial Literacy advocate, and Founder of FinLit Tech.

* Serve as a Public Speaker for various Financial Planning/Financial Literacy/Financial Wellness topics.
* Our books "Motivate Your Money!" and "The Four Money Bears" are used by Financial Advisors and Certified Financial Planners across the country to promote Financial Literacy.
* Work with financial services industry leaders like eMoney to create a 1 hour CFP Continuing Education course based on "The Four Money Bears" book.
* We are developing a #FinLitTech contest called the "FinTech Bullpen" to promote more collaboration between FinTech and FinLit industries.

I also support the newly created University of South Florida - Personal Financial Planning degree program as an original member of their Advisory Council.

I am a Certified Financial Planner (CFP®) practitioner and I also hold the Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plans Specialist (CRPS® )and Certified Wealth Strategist (CWS®) designations.