About Me

I'm a father, husband, educator & coach in small town Nebraska. I enjoy travel, the outdoors, camping & sports. As a high school science teacher, I coached four sports & mowed lawns in the summer to stay ahead between athletics, travel & kids' activities. Like many young educators, our family was living paycheck to paycheck, blindly putting money into various "investments" & hoping someday we'd have money for retirement. I had no formal financial education, little understanding of account types or investing vehicles, & no goals or investing strategy. One thing I had going for me, I was debt-averse... & we always had debt. Somewhere in the messy middle, I started learning about finance & our missteps. Ok, I got obsessed. I went full down the rabbit hole - learning & testing strategies, increasing savings & investing, & eventually seeing significant ROI. Over time I've read & listened to dozens of finance books, consumed thousands of hours of podcasts & YouTube, & used & created several tools to streamline & automate our finances. What started as a dream of F.I.R.E. (financial independence retire early) eventually evolved into a business model around financial planning for educators. Now my goal is to help others on their financial journey.

As a science teacher, I'm a bit of a nerd. Technology, problem solving, spreadsheets, charts & graphs are kind of my thing. Plus, I have a knack for systemization & automations. After 18 years in the classroom, I decided to make a change. Now, I've passed legal exams to register as a financial advisor, learned how to start business as an independent RIA, & participated in a numerous online trainings & an externship for real-world planning experience all while being able to coach, educate, empower, & financially plan... hopefully for clients just like you!

Hence, here's Your Everyday ROI.

Q&A

What is Your Everyday ROI?

A fee & advice-only fiduciary firm focused on creating unique financial strategies & automations while improving financial literacy for educators, wealth builders, DIY investors, career changers, & F.I.R.E. proponents. Pure financial advice, paid directly by the client. No AUM fees, commissions, or sales.

What services do we provide?

Financial planning focused on the unique circumstances of educators, wealth accumulators, & career changers. We address cash flow, retirement, investment, education/college, insurance, tax, & estate planning. As a teacher & coach of nearly two decades, father of three, & husband, I'm passionate about helping like minded educators achieve your financial goals & find your financial independence.

How much does it cost?

Pricing varies depending on your chosen service from one-time plans, hourly advice, or an ongoing financial planning relationship. Upfront pricing, no hidden fees or cost. Max pricing is listed directly on the homepage. My goal is to meet you wherever you are on your financial journey & be the advisor I wish I had & educators need.

Do you only serve educators?

No, I offer financial planing to anyone interested in gaining control of their finances, aspiring towards FI or FIRE, or have a need for holistic financial planning surrounding your financial values. Like many educators, I hope you consider yourself a lifetime learner. Schedule an introductory Meet to see if we're a good fit.

How can I contact you?

You can reach me via email or schedule an introductory meeting using this link or click any of the Start Now or Schedule Meet buttons on other pages to schedule a no cost, no obligation videoconference.

What's with the name?

What's your ROI? - Your Return On Investment. Educators don't always see daily progress but educators understand that Everyday, ordinary steps compound in their own & students' lives. The same is true in finance, together we'll find Your Everyday ROI.

My Team