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Specialties
I am the Founder and CEO of ShieldWolf Strongholds, where he helps Business Owners, Franchise Owners, and Retirees secure lasting financial legacies.
I'm a trusted franchise consultant, author of the book The Miracle Money Vehicle: How To Make Money Make Babies, and host of The Liquidity Event, a premier gathering on business growth, financial independence, and legacy planning. As host of The Entreprenudist Podcast, ranked in the Top 10% worldwide by ListenNotes.com, I share bold, practical insights that challenge traditional thinking. I am a speaker, with a dynamic style that empowers audiences to reduce taxes legally, grow wealth strategically, and take control of their financial destiny. I'm also the publisher of The Liquidity Journal, a dynamic publication for business owners, entrepreneurs, executives, retirees, and investors. Focused on leadership, strategy, systems, and motivation, it delivers actionable insights that empower readers to grow, lead, and innovate in today's business world. ... and if that all isn't enough, I'm now learning how to play golf. I have a long way to go.
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Always free for clients.
ChFC, CLU, CPCU, FLMI, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
I Am Not An Attorney.