I recently retired after 14 years as a business consultant and educator. I assisted many small business owners, mostly in the areas of financial management, financing, and business acquisition. As a CPA and an experienced business owner, this was a good fit. Teaching and consulting was an opportunity for others to learn from some of the things I did well and not so well. I took great pleasure in the successes of the many small business owners I served.

In the same spirit, I’m teaching personal finance. Providing practical guidance mixed with a measure of wisdom. Hoping to make a difference in a person’s journey towards financial security.

My focus is on teaching budgeting - the foundational building block for personal finance and financial security. Budgeting is a plan for saving, spending and building wealth. All attendees receive financial tools that can be put to work immediately. The program is for anyone seeking financial security and peace of mind.