I’ve been married to my bride for 29 years and have three awesome kids. I had a thriving practice in the financial services industry for 22 years and had fun advising families, entrepreneurs, executives, and private businesses through thoughtful conversations. I enjoyed learning about them and seeing how I could help them create clarity and unity around their respective personal & business planning and life goals. I have my CFP® (Certified Financial Planner©) designation but I’m not practicing now. (Which means, if you read something that interests you, review it with your team before making any changes to your planning – see my note at the end.)
I grew up on a black angus cattle farm and learned a lot about hard work and getting things done right the first time. Since then, after college in NC, I’ve been fortunate to learn from some of the best leaders in the world. I’m a trained Life Planner through The Paterson Center in Colorado, a graduate of Charlotte Leadership Forum, I’ve got more than a decade of experience working with many HalfTime Institute participants, I’m a two-time graduate of The Masters Program with Bob Shank, and a past participant in Dan Sullivan’s Strategic Coach. All of that means I’ve learned a lot about stewardship. people, God & scripture, and how it applies to our lives and I like to share it with people.
God got hold of my heart in a big way around 2001 and about a decade later, I closed my office and my team and I launched an affiliate of National Christian Foundation in Charlotte. Now, I serve families, advisors, ministries and non-profits to encourage Kingdom impact and mobilize resources via the latest trends in family generosity, legacy planning, and charitable giving. And the best part of all, generous people are fun!
I like to write and hope I’m getting a little better at it. I’ve spent a lot of time in front of the TV camera as host of Your Financial Guy for Time Warner Cable and on the radio with New Life 91.9 hosting “Change for Your Dollar”. I just released my first book, He Spends She Spends – Why God Wants You to Live for Free with a 5-week study guide. You can click this link to download the first chapter for free.
This site is all for you. I hope you like it – come back soon!
DISCLAIMER – This is the website and blog of The Simple Steward, LLC. I may talk about things here that may not represent the views of my employer NCF Piedmont. If you read something here, it is provided “as-is”. I am not making any representations about accuracy, completeness, currentness, suitability or any validity of any information on the website or blog. Also, I talk about financial matters, tools, ideas, and concepts, and they are provided for educational purposes only. I was a financial advisor for many years but I no longer hold any licenses. I was a Certified Financial Planner (CFP) and still hold my designation, but I do not practice. Always review any financial choices with appropriate tax, legal and/or financial advisory counsel. I will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its use. Copyright (c) 2015 The Simple Steward, LLC.