Austin, Texas Metropolitan Area
With over 50 years of experience in financial planning and accounting, I am the CEO and founder of Your Legacy, a company that helps individuals achieve their financial planning goals and dreams, with a focus on supporting nonprofits whose values align with theirs. I am a CERTIFIED FINANCIAL PLANNER (CFP®) with a Master of Accountancy (MAcc) and a Master of Business Administration (MBA). Rather than focusing on credentials, my clients trust my character and the ethical approach I take to their needs. An ongoing passion for philanthropy and financial literacy drives my experience. Having worked with the top organizations in the country for decades, circumstances led to the establishment of my firm. In addition to clients, I also teach attorneys, CPAs, financial planners, financial consultants, life underwriters, nonprofit staff, and others about charitable gift planning techniques. I have seen the results that have a positive impact on families and our society. I work with individuals from modest to multimillionaires and businesses, offering them exclusive client-focused skills that are unique in the industry. I help individuals help themselves, their families, and society. “Helping those who help others”.
Assist individuals in reaching their financial planning goals and dreams, emphasizing remembering nonprofits whose values align with theirs. Critical in this area is financial literacy and the tax implications. An accountant with a masters in accountIng and an MBA, I earned my CFP® in 1991. I have run a tax planning and preparation practice since 1971. I work with individuals from modest to multi-millionaire and businesses. My exclusive client-focused skills are unique. I help individuals help themselves, their families, and society. I teach attorneys, CPAs, financial planners, financial consultants, and life underwriters, among others, on charitable gift planning techniques. I have seen the results which lead to increased business for their practice while making a difference for their clients, families, and society. Additionally, I help nonprofits thrive and prosper by providing the same sophistication and experience of the best gift planning programs at the elite institutions, all for a small fraction of the cost.
Earned the CFP designation after many years of successful financial experience.
Transformed and strengthened institutions by using collaborative and winning approaches with professional advisors, fellow development professionals, the institutions, and the donors.
I have the opportunity to share my views and opinions with peers and the staff of Harvard Business Review. Through participation in HBR's research I provide insight that will shape the magazine, web site, books, and other content to better meet the needs of its users. I also have the opportunity to weigh in on current business topics and issues and share in research findings, previews of new content and future product developments.
I built transformational partnerships with the goal of healthier lives free of cardiovascular disease and stroke. "Life is Why"...the guiding principle. My work gave more time to be with loved ones. Heart and Stroke's charitable estate planning program, a leader among nonprofits, consistently adds over $80 million annually from donors like you to support our mission of research and education. We worked for solutions to the #1 and #4 health-related killers of both males and females in the United States. It was an honor to be on this elite team to work for the goal of helping countless people touched by these chronic diseases. We made significant progress, but yet a long way to go.