About Us
Our Story
As a financial services professional, I spent most of my corporate career educating investors and other financial professionals on vehicles and strategies for investing and retirement. After an early retirement from my corporate career, my wife and I sold our house and exchanged it for a motorhome to fulfill our dreams of exploring this great world we live in. Soon after we began this journey in our Next Stage Adventures, I realized that I still had unfulfilled goals and the biggest reason for why I even got into this business — to manage money.
With a new perspective and no borders or boundaries, from Wall Street, to Main Street, to No Street, I now have my dream job. It’s not a corner office or title that defines me but the places and experiences that we are able to achieve. With a cell signal and computer I now make my office anywhere I choose to be. And although I’m not changing the world, I am simply enjoying it!