His mission is to not only to expose the true nature of how the industry operates, but also to share the message of capitalism and the truth about central economic planning which he believes is the root cause of so many people's retirement planning challenges.
When I first got into the finance industry, there weren't a lot of women, especially in senior roles, whom I could look to as a mentor. Now that I'm in that position, I can use my insights to help aspiring women bankers achieve their goals.
If you are a recent widow or divorcee reading this, I truly empathized with you. Besides managing your grief, you are trying to deal with monumental changes in your life and are facing a growing list of perpetually unfamiliar monetary choices.