What is the story behind you? Why?
Thank you for asking that.
There was a time when I first moved to the Dallas area where I started growing a
CPA firm and my wife was focused on growing a real estate business and we got
into commercial real estate, hotels and apartments and that kept growing.
And from an hourly perspective, we had all the signs of worldly wealth.
And in time, we could never get away from the business.
We could, I, whenever I felt like I had a client trying to close an eight or nine
figure transaction, I need to be there a part of it.
So in time that led to some struggles in our marriage and divorce was considered.
And so I knew that I could continue on the path I was going and continue to grow
more material wealth or I can make a change.
So 2016, I thought the real estate market was going to crash because you know, it
only goes in seven year cycles.
I was wrong.
I thought Hillary Clinton was going to get elected and I thought I was possibly
going to get, I was going to get a divorce.
And so we ended up shifting some of these priorities around.
I ended up selling the CPA firm.
We had exited out of a lot of our real estate and we ended up traveling for the
next three years around the world.
And there was a lot of healing, spent some time in church and really getting clear
about what I would want to do.
And if I wanted to make as much money as possible, I go back to commercial real
estate syndication for me, though, it has to be more than just about the wealth and
the taxes.
And so one of the things in that trip that really changed things was we got the
best souvenir we could have ever gotten.
And that was our firstborn son.
I now have a five year old and two year old boys and they are our priority.
If and circling back to business wise, I already mentioned if I want to make as
much money as possible, commercial real estate syndication is the way to go.
But I really wanted to have an internal impact on the people that I work with.
So people will come to me, we talk wealth, taxes, etc.
and set them up financially.
That's pretty easy, especially if you're an entrepreneur, business owner, real
estate investor.
But my heart behind it is really what do you want to do with your life?
What do you if you've got a desired vision or impact, we can reverse engineer
the wealth needed to help get you that impact to help you get there.
So if you're a business owner, do you want to sell and spend time with your family?
Do you want to keep growing because you want to impact your employees or those
around you?
Are you trying to give money away to a certain cause?
And for me, my impact is I just love having those conversations, soul touching
conversations with something beyond myself.
What would your goal be for being on the show?
Two things I would love to have an impact on your audience for those your listeners.
And secondly, if it's a good mutual fit, I'd love the opportunity to have in a
direct impact by getting to work with some of your listeners.
Awesome.
And when it comes to services, what services do you provide?
I am a wealth synergist optimizer.
And in essence, I have a community and I don't get paid based on how people invest.
And so as a facilitator, I bring the right people into the room.
There's some direct things I will work on, whether it's a wealth strategy, tax
review as a CPA, or I'm a business owner.
So wealth strategy, tax review as a CPA, many people will get about 65 percent, get
five figures or more in terms of tax savings.
And most people that come work with us get about a four percent bump in their overall
internal rate of return that they get on their wealth.
So it's usually taken from somewhere eight to 10 percent as a base minimum on up to 14
to 16 percent.
Why do you think leaders have been funding their vision?
I think a lot of leaders aren't clear on what their vision is.
I work with a lot of businesses, owners and a lot of entrepreneurs, and a lot of them
are just kind of going through life, just doing just being there.
They're busy.
And even when they get clear on what their vision is, there are sometimes things that
hold them back, whether it's fear, not really sure how to make it happen, not really sure
if it's going to be worth it and whether it's something they truly want.
But the best way to move forward is to take some steps and get around a community of people
that you think can help you get with whatever you want.
And in a place of mutual growth and on a shared journey, I think leaders have been
doing it for years now, even if they don't get the best result.
And in a place of mutual growth and on a shared journey, that allows you to get further so
much faster and will also give you the encouragement to put your money where it truly needs to
belong to make your desired vision happen.
Thank you for being here today.
I'm really happy that you tuned in to Vision Pros Live.
I'm looking forward to seeing your reactions as these episodes continue to move forward.
show and thank you for giving us your time and attention. Have an excellent time building
out your vision and becoming a vision pro yourself.