My focus as the CEO is moving people forward in their relationship with life and money. I founded The Planning Center in 1988 out of a desire to provide a safe environment for clients to talk about money. I watched my father work through my first thirty-eight years as a self-employed businessperson and saw how he just didn’t have the tools and guidance he needed to truly enjoy his life and his money. I saw how difficult it was for my mother and father to talk to each other about money.

Social Info

My focus as the CEO is moving people forward in their relationship with life and money. I founded The Planning Center in 1988 out of a desire to provide a safe environment for clients to talk about money. I watched my father work through my first thirty-eight years as a self-employed businessperson and saw how he just didn’t have the tools and guidance he needed to truly enjoy his life and his money. I saw how difficult it was for my mother and father to talk to each other about money.

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