Why do I love my job?
Infinite Banking works! Not only am I privileged to serve others, I have lived it as a student since 2009 and policy holder since 2011. What’s better than educating and helping others benefit from an incredible, time tested vehicle and mindset my family and I benefit from?
When I’m not at work, you can find me…
Helping families further beautify their homes. In addition to educating families on IBC, I am a “hand’s on” small business owner focused on transforming exteriors from “Dirty to Purdy!”. I also enjoy spending time with my beautiful wife Diane (I am twice blessed!), our combined 6 kids and 6 grandchildren. I’ve also been known to take morning walks chasing a little white golf ball around!
How does what I do impact others?
Since I am also an Infinite/Family Banking student and practitioner, it is easy to positively impact others from my own experiences and stories learned from other “Banking” families. Together as a community, we all help educate each other, raising everyone’s success while making it easier to pass ‘Banking” along to others.
Two favorite things about my life journey so far?
In my 63+ years (as of 2025), the two most impactful things I’ve learned are:
1) God grants us the power and freedom of CHOICE. Life, at its core, is a series of events. Our CHOICE in responding to each event will define our life. In June 2013, my beloved wife Paula passed away in my arms, after battling pancreatic cancer for a year. At its core, Paula’s journey and her passing all became events in my life. My CHOICE of how to respond was up to me. My grief moved from mourning Paula’s passing to celebrating her and the life we shared. Paula remains in my heart. My choice to honor her by continuing life has manifested much positivity since, including meeting my wife Diane.
2) “Knowledge is POTENTIAL Power”. Education is great. Motivation is awesome. Yet, unless accompanied by the proper VEHICLE, the most educated and motivated of us can still fail or come up short of our visions. Tiger Woods, with all his knowledge, skill and motivation, would have never won a golf tournament teeing up a ping pong ball.
I came to realize this in 2008, when SO many highly educated and motivated people in our country, including most of us financial “professionals” got crushed financially – because we were taught to leverage and rely on improper financial vehicles.
One of the beautiful parts of Infinite/Family Banking is it combines the three components to create short and generational financial power. . .
What type of clients do I enjoy working with?
I enjoy helping
1) Those who are open minded and CHOOSE to question and look beyond what we’ve been led to believe is the “norm”.
2) Those passionate about creating lifetime financial empowerment for themselves and their future generations.
3) Those, once possessing better education, motivation and the right vehicle, take action to secure their future.
