Why do I love my job?
I get to teach people how to use their current debts and expenses to grow their wealth outside of the traditional approaches like scrimping, saving, and denying themselves the lifestyle that they want. I get to leverage my extensive background in accounting, finance, and my experience as the former chief financial architect of a cutting-edge financial firm, to offer a unique perspective on a highly effective financial strategy known as the Infinite Banking Concept, or IBC. With over two decades as a serial entrepreneur, I get to combine my expertise to showcase the power of this little-known approach.
The reason the Infinite Banking Concept is so effective is that it predates the Internal Revenue Service and the tax code, preventing the government from unlawfully seizing wealth accumulated through this method. I have personally achieved financial success using this strategy without compromising my quality of life, sacrificing experiences, or adopting a frugal lifestyle. It’s about staying wealthy by protecting and preserving your money while it’s still growing. The wealthy already know this, and they use it to their advantage. Instead of working longer hours, taking on more risk, or losing control — how most people think wealth happens — the wealthy use this 200-year-old strategy to keep and grow more of their money.
I am passionate about teaching these money truths because of the traditions passed down in my own family. Listen to my family stories about how having your own banking system is now more critical than ever, and how it saved my great-grandparents’ farm and farmhouse during the great depression, when everyone was losing their life savings with the collapse of the banks. If true wealth is what you desire, you should consider using the IBC, too, and we can help.
When I’m not at work, you can find me…
Spending time with my wife and family, at home or at our cabin, skiing, playing tennis or pickleball, or fellowshipping and serving at church. Family is where it’s at in this life.
How does what I do impact others?
My work helps clients break free from traditional financial constraints, giving them tools to create wealth, security, and freedom through dividend-paying whole life insurance and Infinite Banking strategies. By simplifying complex concepts and guiding them with empathy, I enable families and individuals to make informed decisions, reduce stress, and build legacies.
Two favorite things about my life journey so far?
The people I’ve met, the places I’ve experienced, and the family I’ve been blessed with. Well, I guess that’s three.
What type of clients do I enjoy working with?
I would have to say people who do not suffer from the arrival syndrome. In other words, the belief that they already know all there is to know about everything, and nobody can tell them anything. Secondly I would have to say people who are coachable and willing to be coached. Some people have Ability, and some have Coachability. Take a person with both qualities and they can move mountains. Lastly, I would say Implementors. A person can be open to new Ideas and knowledge, but without Implementation, they will only end up experiencing frustration, procrastination, and depression.
