1. Why did you start D3 Financial Counselors? There were three reasons:
a. I always wanted to have my own business.
b. I structured my education so that I could make good business decisions.
c. I found a business where I could use my skill set to help people make smarter decisions, build a valuable enterprise and train young people to be successful. All things I enjoy doing.
2. What do you mean when you say you structured your education so that you could make good business decisions?
I wanted to be educated in all the major functions of business. So my undergraduate triple major was in Finance, Operations Management and Human Resource Management. My graduate degree started off in accounting and ended up in marketing. My work experience focused on portfolio management and process improvement.
3. Besides building D3, what do you like to do?
I enjoy being outdoors, walking, biking, hiking, fishing and in general soaking up nature. For my sixtieth birthday, my wife Cindi and I went rafting on the Rio Grande River in New Mexico.
4. Tell us about your family.
I have 5 children. 2 from my first marriage and 3 from my second. They ranged from 31 to 24. The oldest is married and lives in Mexico, the next two oldest both live and work in the Chicago area and the youngest two are in the military. One is in the army and the other in the navy.
5. What is your long term plan for D3?
Because I enjoy so much helping people achieve their goals, I intend to do this as long as my brain remains sharp. At D3 we have established the infrastructure with younger planners and potential future business owner so that we can transition this business seamlessly whenever I decide to phase out.