Founder at Smpl Wealth and Partner at Oakmont Advisory Group.
Ask me about
Aug 2020 - Present
Financial planning platform free of sales pitches, excessive costs, and inferior technology with 100% transparent pricing structure that is based on your age, not the amount of assets you have.
Jan 2012 - Present
Retirement Solutions Show
The Retirement Solutions Show is a financial radio show that airs weekly on 770-KKOB, 1050-KTBL and 1000-KKIM.
Aug 2009 - Present
Oakmont Advisory Group
Investment Advisor, Partner
Fee-based financial planning and investment advisory services.
Feb 2007 - Aug 2009
General Motors R*Works
May 2003 - Sep 2006
Golf Solutions Managment & Consulting