Financial Advisor Marketing Speaker

On the road to my “dream job” of becoming a financial planner, I realized that my true calling and passion is internet marketing – especially SEO. I love the tools, the challenge of the constantly changing environment, and helping other small business owners succeed.

In addition to my Financial Planning MBA, I was a teacher for 15 years, and a high school and college basketball coach for 20! That training and experience has influenced my speaking style. I am always well prepared, energetic, and teach rather than sell.

I have been speaking to Chamber’s of Commerce, regional Financial Planning Association branches, school districts and business leagues, have presented national BrightTALK Webinars with Marcus Sheridan, Gini Dietrich, Craig McBreen, Marie Swift, April Rudin and Victor Gaxiola, and took part in the 2014 Advisor Practice Management Telesummit with Kristin Harad (other presenters included Bill Winterberg, Kristin Luke, Michael Kitces, Susan Weiner, Marie Swift, and Stephanie Sammons). My goal is to continue to gain experience and move up to bigger audiences and venues.

2016 Speaking Schedule

NAPFA Spring Conference 2016 ~ Phoenix, May 17-20

XY Planning Network Conference 2016 ~ September 18-21

FinCon 2016 ~ San Diego, September 21-24

If you, or your group is looking for a knowledgeable, energetic and education based SEO and Web Marketing speaker … I’m your guy!

For more information, to schedule a meeting, or for detailed presentation/topic plans, please feel free to contact me!


XY Planning Network Podcast: SEO for Financial Advisors

Hearsay Social Podcast: Local SEO for Financial Advisors