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Work

I work at a big company, actually a huge company—one of the largest investment firms in the world. Despite their conservative nature and responsibility for more than seventy thousand employees, the structure is nimble enough to support my efforts as a financial advisor, an author, and radio host. It says a great deal about the people in charge. So in that same vein, I would like to thank Jerry Johnson and his charming and supportive staff. Jerry is the ultimate example of how someone can find extraordinary success as an entrepreneur and as an employee in the corporate world.

I would also like to thank the people I work with on a daily basis:

Steve Meadows for always helping me to "worry less" and encouraging me to "make more."

Dan Moss and Tim Jeffrey for being extraordinary business partners—the three of us have been through a great deal together, and I could not be blessed with two more honest and genuinely good people to work with. I appreciate their continued input, creativity, support, and hard work as we continue to expand our wealth management practice together.


  

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