Social Media


Connect with me on Facebook, Twitter, and LinkedIn profiles!

Get My Blog Posts


Get weekly financial tips and information emailed to you.

Protect Yourself Now!


Get a free guide outlining the financial decisions to make now, what should wait, and how to avoid costly mistakes!


"4 Things Your Financial Adviser May Hide From You"


Many financial advisers have open secrets that I despise. Often it is not a personal failing, but their company’s incentives set them up to fail you. So I wrote a report exposing four of the biggest concerns these advisers have because of the companies they work for.

It will help you understand the secret worry of some advisers that “I’m not completely open with how much you pay me because you would be shocked.”

It also covers the reality for some advisers that “many more opportunities to improve your situation exist, but I do not get paid for discussing those.”

I’d like to immediately give you a copy of this important report “4 Things Your Financial Adviser May Hide From You” to show you what else “you don’t know that you don’t know”.

Click the report to the right to get your copy, NO STRINGS ATTACHED.


Is it time for you to get help?


I hope you’ve read through the website to familiarize yourself with what III Financial may be able to help you achieve.

If you would like to explore working together, schedule a call below. Once the call is scheduled, I’ll send you an short electronic data form. The information you provide will help make our conversation as productive as possible.

In this first call, I’ll learn about you, your current situation, and your challenges. Our initial conversation will not be a sales conversation. I’ll share some initial thoughts, explain in more depth how we’ll work together, and answer any of your questions. At the end of the call, if we decide there’s a good fit, we’ll schedule time to talk further. If you feel this approach is not for you, you won’t get any pressure to move forward – “No” is OK.

If you’re ready to make positive change, REAL positive change, in your life, I can’t wait to connect with you!