What should you know about me? I am a believer and follower of our Lord Jesus Christ, a husband, a father of 2 and a lifelong student of learning what this life has to offer. I enjoy golfing, walking, traveling, ballroom, and social dancing. After graduating college at the University of Missouri – Columbia, I had visions of being a Physical Education Teacher. However, after being a substitute teacher for a couple of years, I realized I did not want to have that as a career.
I did enjoy teaching, and this led me to become a Ballroom Dance Instructor. I continued with this and became a studio owner of 4 franchised studios. I then became an Area Franchisor of 22 studios. After 25 years in this fun industry, I began to sell my interest in the studios and my wife wanted our family to take a sabbatical. Thus, being a good husband, we did for 2 years. We went to the Dominican Republic and it was the best for our children to experience the island life, as well as for me to recharge my “fun” batteries.
When we returned to the US, I was asked to start the business council for the franchise studios that I remained a part of. During this time, I realized I wanted to help the business owners get to their retirement years without sweating payroll and rent.
This led me to become educated as a CFP in 2012. In 2016, to meet people outside of the dance industry, I started a path toward real estate investing.
I now enjoy helping individuals and business owners plan for the time that their money can work for them, instead of them working for money – unless of course they still enjoy what they do. Because as my father always told me, “If you love what you do – you won’t ever work a day in your life!”
56 Hunter Street, Apex, North Carolina 27502, United States
Suite 230
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Business-owner Strategies Group, LLC is a North Carolina Registered Investment Adviser d/b/a BSG Advisers.
BSG Advisers offers clients financial planning, investment advice and insurance. BSG Advisers does not provide tax or legal services.