So what is the story behind you?
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.
Whenever I felt like I had a client trying to close an eight or nine figure transaction,
I needed 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 a divorce.
And so we ended up shifting some priorities around.
I ended up selling the CPA firm.
We 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, two year old boys and they are our priority.
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 I get to 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 it for me, my impact is I just love having those conversations, soul touching conversations
with something beyond myself.