BiographyBoth you and I want you to feel wealthy and achieve your goals. That's what I talk about, coach and plan for.
Having helped hundreds of clients for over twenty years, clocked over six years of radio shows, written books, articles, and presented talks in a variety of settings, I understand where peope stumble in making sense of investing, credit, and saving. I design my talks to meet the audience in their everyday experience of money. It's inspiration, not just charts that motivate us to do better. It's vision, not haranguing that encourages us to learn and act on the evergreen principles that run money. I provide the what and the why: what to do with money and why our emotions pull us to success or disaster.
I delight in entertaining and being an amateur cook which, probably, influences my image of the good life-- it is the Gracious Table; meaning a place where people are relaxed; they are amply supplied with what they like, and they are surrounded with dear hearts who laugh with them. Whatever their level of expertise with money, their level of income, or their history with money, my talks can help them secure their place at that Gracious Table.
My doctorate is from the University of Toronto, Masters from Harvard, Bachelor's from Hofstra University. My academic training led me to being a professor in New York and Boston, then to financial planning at Bay Financial Associates, Inc. and to forming my own company, Wealthy Choices (R) LLC, through which I could present my talks nationally. I earned the designations Chartered Financial Consultant and Chartered Life Underwriter. I am a registered representative offering securities through Linsco/Private Dealer. Member FINRA/SIPC.
