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Welcome to PersonalFinanceInsider.com!  This is a blog devoted to helping people manage their finances in a smart, simple, and responsible way that will bring greater peace, security, opportunities, and happiness.

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20 facts about me:

  1. I am a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP) and make a living providing wealth management, financial planning, and tax services to my clients.
  2. I’m happily married to the most amazing woman in the world
  3. My wife and I have 16 brothers and sisters combined (no adoptions, second marriages, etc)
  4. I served as a missionary for a few years in South America after graduating from high school and before starting college.
  5. I still speak Spanish, although it’s a little rusty.
  6. I have an undergraduate degree in accounting and a Masters of Taxation degree.
  7.  My wife and I have several children and another one on the way.  Our family is still growing, but likely won’t be quite as large as our parents’.
  8. I play the piano.
  9. I get dressed in the dark every morning since I don’t want to wake up my wife.  I’ve been unpleasantly surprised at work on more than one occasion.
  10. My wife has banned me from grocery stores since I take so long trying to find the best deals possible.
  11. I worked as a late night custodian (and various other jobs) during college to get me through school.
  12. I’ve lived on 4 different continents:  North America (obviously), South America, Asia, and Europe and worked professionally on 3 of them (South America was missionary work).  If you have the chance to live abroad for a while, do it.
  13. I am a travel fanatic.
  14. I love playing and watching sports.  I also love fishing and the outdoors in general.
  15. I developed appendicitis and had an appendectomy a day after starting a book called Heaven is for Real for Kids: A Little Boy’s Astounding Story of His Trip to Heaven and Back
    about a boy who visited heaven during his emergency appendectomy.  Unfortunately I didn’t get to visit heaven during my surgery.  Hopefully that is not an indication of things to come.
  16. I love sweets.  Thankfully I have a fast metabolism.
  17. Since I was a little boy my parents taught me to give 10 – 15% of my income to charity, which I have done my entire life.
  18. I don’t know how to cook.  Anything.  Frozen corndogs, peanut butter sandwiches, and ice cream got me through college (I know, I’m pathetic).  Thankfully my wife is an amazing cook.
  19. I love to read.  I especially love a good biography or true adventure story.
  20. Here are some of my favourite books, all of which are probably available at your local library or online:


  1. Ghost Soldiers: The Epic Account of World War II’s Greatest Rescue Mission
  2. We Die Alone: A WWII Epic of Escape and Endurance
  3. Black Hawk Down: A Story of Modern War
  4. Alive
  5. Touching the Void: The True Story of One Man’s Miraculous Survival
  6. Over the Edge of the World: Magellan’s Terrifying Circumnavigation of the Globe


  1. Gifted Hands: The Ben Carson Story
  2. Unbroken: A World War II Story of Survival, Resilience, and Redemption
  3. The Hiding Place
  4. Lone Survivor: The Eyewitness Account of Operation Redwing and the Lost Heroes of SEAL Team 10

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