I am an advisor, speaker and author. As a Wealth Advisor and Director of Personal Finance for Buckingham Strategic Wealth and the BAM Alliance, I am a Certified Financial Planner™ practitioner working with individuals, families and other financial advisors. I co-authored The Ultimate Financial Plan: Balancing Your Money and Life with best-selling author, Jim Stovall, and my newest book, Simple Money, hits bookshelves and tablets in March of 2016. I’m a member of the CNBC Financial Advisor Council and a regular contributor for CNBC, Forbes and TIME/Money.
A central theme drives my writing and speaking: Personal finance is more personal than it is finance.
Regardless of our income or net worth, I believe it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life.
Couching timely application in timeless wisdom, I educate at private events as well as in television, radio, print and online media. With a passion for relational communication, I am fortunate to have been featured on NBC’s TODAY Show, CNBC and ABC’s Nightline, on NPR programs The Diane Rehm Show and Marketplace as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.
I am a husband and father first and live in Charleston, South Carolina where my wife, Andrea, and I are the proud parents of two boys, Kieran and Connor, who help keep us active members of our community. Outside of personal finance, my favorite pursuit is music, and I play the drums and sing in an indie-bluesy-jazzy-rock band and at my church. I’m also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.