About Us

"Innovation" and "outside the box visionary," with close to 20 years of experience in Financial Services, Business Development, and Product Development. When I lost my young wife to a horrible illness, it lit a fire in me that tomorrow is not promised, and I strive to make a difference for others today. I have had the blessing of getting mentored like a son at a young age by some affluent people who introduced me to the way money really works... and I love paying it forward to others.

I am re-married to my beautiful wife, Brooke, who is also a young widow. We both believe God gave us a second chance at life and having a family. We are blessed with three beautiful children.

Americans are crushed by DEBT, INTEREST, AND TAXES. We solve that with our educational approach as we show the truth on how their interest are working against them and teach them how to set up and use systems to have it work for them to create generational wealth and lasting legacies.

Through our Legacy Planning Process, we start with the end in mind. Many of our clients also take advantage of our Will and Trust Creation package through Familylegacydocs.com, which sets it all up in an easy, affordable, and streamlined platform.

We then flip the switch on their debt and turn it into contractual generational wealth with a proprietary Financial SAAS & Technology solution. Many times, I collaborate with advisors, life agents, realtors, mortgage pros, etc, to assist clients. Collaboration trumps competition any day of the week!

What WE DO: I help you create a life and legacy you never thought would be possible. I enjoy educating on advanced wealth strategies as well as what to do to stop wealth-eroding factors. Examples include practicing the Infinite Banking Concept as well as Velocity banking. Putting systems like this in place helps create a system to eliminate most of the interest in your life, paying off all debts, even a mortgage, in as little as five years without a change in lifestyle. In turn, clients turn debt into wealth and create a system of abundance, wealth, certainty, and control. By creating the Family Banking System, you will replace the function of banking in your life so that all the money flowing away from you can now flow towards your privatized system and create exponential generational wealth in the process.

WHO WE WORK WITH: Clients and partners alike. Our objective is to make an impact with you and increase both clients’ and advisors’ odds of success.

WHY WHAT WE DO WORKS: Our programs and strategies solve problems and develop instant credibility, more leads, more clients, and more business. Period. Helping people eliminate the banks from their lives, helping people plan their legacies, and creating their own will and trust make a true impact.

If you want to be different, work with us.