As a Lutheran seminarian turned Buddhist academic turned financial advisor, I am always bridging money and life.
I’ve been investing in public markets for over four decades, in real estate for nearly three decades, and in other private businesses for over twenty years. After all this investing experience, I am passionate about a goal-focused and planning-driven (as opposed to market-focused) approach to personal finance.
As the bestselling author of Mindful Investing: Right Focus, Better Outcome, Greater Well-Being and Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend, I believe that anyone can experience a vibrant, financially successful life by developing a few important beliefs and following a few simple practices.
I look forward to sharing my Mindful Money strategies with you during this presentation!