I help people build, grow, and protect their business and preserve the wealth generated by our efforts.
Some folks are lucky to discover their passion early in life and pursue their purpose unfettered by doubt, social circumstance, or economic condition. Others find their calling by accident or after a few wrong turns and blind alleys. Either way, life is a journey that many have traveled before us and is much more enjoyable if we seek guidance along the way.
I am a serial entrepreneur. I was privileged to be part of the digital revolution of the 1980s and founded several firms that allowed me to feed that addiction. I served about three hundred clients that including law firms, financial services, local colleges and universities, and a few Fortune 500 companies. More recently, I founded River Wealth Management and the Smart Money Network.
My passion is helping others succeed in business and in life. I help clients grow their business and prepare for life after work.
I create real value for clients by helping them solve problems and build futures rather than sell paper.
✰ Benefits of Working With Me ✰
☑ Planning – Start your journey armed with knowledge and a team to help you make the big decisions with confidence.
☑ Protection – For you, your family, and your business.
☑ Leverage technology – Send the right message, at the right time, to the right person, and streamline processes to minimize cost and maximize efficiency.
We will know if we’re a good fit in a few minutes.
☞ If yes, we’ll schedule another time to chat about next steps.
☞ If not, I’ll refer you to someone else who can help you.
I’m like most folks. I enjoy working with those who share my values, but I treat everyone the way I would like to be treated myself. Money is the means to an end, not the end. My family is more important than my work. I have been married to the same amazing woman for almost forty years. I have two great (grown) kids who understand the importance of self-sufficiency, interdependence, and commitment. I have two perfect grandchildren who can do no wrong. I plan to spoil them every chance I get and let their parents deal with the consequences as teaching moments. I was once an avid amatuer winemaker and will one day take it up again. I like to fish as long as I am not interrupted by catching fish.
Following a stint in the military, I worked in a corporate banking environment, first as a night-shift computer operator, then day-shift, then programmer, then systems auditor reporting to the board of directors. In the years following, I founded and operated several successful technology firms, represented national financial services and advisory firms, and founded River Wealth Management, LLC (an Alabama Registered Investment Advisory) in June of 2014. I am working on a new internet venture now called The Smart Money Network which will launch in early 2016.
During a career spanning over thirty-five years my teams have served a diverse mix of around three-hundred client companies throughout the US, Canada, and Mexico. We worked with everyone from mom & pop retail stores to Fortune 500 companies to colleges and universities, in roles ranging from home PC repair to major manufacturing automation and enterprise network design, implementation, and support. I returned to the financial services industry in 2004, but remain active in connective technologies, social marketing, and strategic planning.
Through the years however, I found the greatest personal satisfaction in helping other people grow and achieve their personal goals. First with my employees, several of whom are now very successful in high level IT management. Others are business owners who shared their vision and allowed me to help them bring it to fruition. Many are friends and neighbors for whom I have been privileged to to serve as a trusted advisor.
As a fiduciary investment advisor, I help clients;
- Manage and accumulate wealth
- Assess and manage business and personal risk
- Maximize risk adjusted investment returns through active portfolio management
- Develop and implement tax efficient wealth accumulation, distribution, and transfer strategies
As a technology consultant and coach, I help clients;
- Start and grow businesses
- Build brands
- Connect with prospects, customers, and clients
- Streamline online order entry, product distribution, and customer service processes
Military Service – United States Army – June 1975 – April 1978 – Entered as E-1, Honorably discharged as E-4. Served most of tour in West Germany. (1)Armorer (2) Senior Gunner – Vulcan Anti-Aircraft weapon system (3) Nike-Hercules SAS/SAA missile crewman. NATO Secret security clearance.
Education – BSBA (Major in Finance) Auburn University Montgomery 1988, Graduate of Alabama Banking School 1987.
- Certified Netware Engineer, CNE ID# 6463056
- Certified Microsoft Professional (Systems Engineer) MCP ID# 24835
- Series 7, 63, and 66 securities licenses
- Life & Health Ins. Licenses
- Director of Men’s Ministry Prattville/Montgomery District United Methodist Church 2013-2017, responsible for coordinating 102 churches in the River Region.
- 2013 Fundraising coordinator for Reality & Truth Ministries/One Church Mission Center.
- Member -Prattville Chamber of Commerce, Montgomery Area Chamber of Commerce (2012 – Ambassador).
- 2011 Air War College Community Liaison.
- Past Pres. (1983) Prattville Jaycees.
- Past Member of John Patterson Technical College Technology Advisory Committee (2000).
- Past Member of Alabama State University Y2K advisory Committee (1999-2000).
Everyone needs passion in their life! Mine is helping others know the satisfaction of building a successful enterprise, avoid the traps that lead to failure, and steward the wealth generated by our efforts. I can help you too.
If you want to partner with someone who cares as much about your success as you do, schedule a FREE initial consult at Schedule Appointment. Or call 334 513-7200.