In 1997 I recognized that long-term financing care was a big problem. I pursued the next step in my career by joining a sister company called GE Capital Assurance as a Regional Manager in Houston. I obtained an insurance license (which I still hold today) to leverage insurance to solve this problem. This gave me significant insight into how our aging population was addressing the high cost of care. The result: nine out of ten families chose to self-insure.

Safe Asset Strategies, LLC was established by me in 2000 to address the 90% of those who face the high cost of care. Alternative solutions to private pay became a necessity. I had no choice but to learn as much as possible about how Medicaid and the VA could be alternative solutions. Estate Planning Attorneys soon recognized that my background would be extremely valuable to their practices. I could solve problems for their clients that they could not. On the other hand, my Safe Asset Strategy clients needed estate planning that I could not provide. Thus, I worked in an estate planning law firm for over twenty years.

Today, I am the President of RightWay Investments, PLLC, a Registered Investment Advisory firm (which has mandatory Fiduciary Standards). It was formed in 2013 to serve individuals, families, and small businesses with their investment needs. The goal was to revolutionize how people think about their retirement future and their American Dream.

Using Modern Portfolio Theory (asset allocation driven by Nobel Prize-winning investing science), we can eliminate stock picking, market-timing, and Track Record Investing, which is nothing more than speculation. Goal-Based Investing can also allow us to target specific goals for our clients. Ultimately, we want our client's portfolios to be as efficient as possible, meaning obtaining the highest possible return with the least risk and lower fees.