Why I Started TwoTen Planning

Why I Am In This Profession

As a young boy growing up in Wisconsin, I recall observing my dad looking up stock quotes in the Wall Street Journal. He also regularly viewed the TV program, Wall $treet Week with Louis Rukeyser. These events piqued my curiosity around money and investing. In high school, I fell in love with my economics, accounting, and personal finance courses. During my senior year, a local financial advisor came to my class to talk about the stock and bond markets, and he outlined how we could have a career helping people with finances. I was hooked and personal finance became my passion! To this day I have a heart for helping people to make sense of their money situation, get financially organized, and make wise investment decisions.

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Why I Started TwoTen Planning

To glorify God, I believe that I was called by the Lord Jesus to carry out His purpose and plan for my life and to do the work He has prepared for me. He has called me to a new responsibility in life - to be a financial planner. God has blessed me with spiritual gifts, and it’s my job to be a faithful steward of those gifts and use them to advance His Kingdom. TwoTen Planning is my calling and opportunity to serve clients (and God) with the expertise I have successfully acquired and developed over the past 25 years by working for leading financial services companies, including Fidelity Investments and Dimensional Fund Advisors.

“For we are His workmanship, created in Christ Jesus for good works, which God prepared beforehand that we should walk in them.”

-Ephesians 2:10

I’m drawn to the idea of being an entrepreneur, where I can own and operate a financial planning practice. The business represents an opportunity to blend my faith, spiritual gifts, and professional skills by integrating my Christian beliefs into my vocational calling. The business thereby becomes a conduit to serve and bless people!

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Does TwoTen Work With Non-Believers?

Yes, I do work with non-believers! Faith in Jesus is not a prerequisite to becoming a client of TwoTen Planning. I want to serve people regardless of their beliefs. 

High income professionals have real financial challenges that need solving, such as how to optimize their equity, reduce their tax burden, and invest in a wise manner. I stand ready and available to help professionals in these areas.

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All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.