"My work is built on three distinct but connected pillars: the way people are wired, the way they lead, and the way they give. I use the SOCIAL STYLE® model to help individuals and teams identify their natural 'comfort zones' and develop the versatility to work effectively with those who see the world differently. This same focus on precision carries over into my philanthropic work, where I use technical systems and strict policy controls to ensure charitable gifts—particularly life insurance—are stable and self-sustaining. Whether I am coaching a ministry leader or structuring a multi-million dollar gift for a university, my goal is to provide the practical oversight needed to make sure the work is done right and stands the test of time."​

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Helping People and Organizations

​I believe that a true legacy is more than what we leave behind; it is about how we honor the people and the resources God has entrusted to us. My goal isn't to change who you are or to force you into a mold, but to help you discover your unique style and strengths given to you at birth.

Developing Individuals

Based on scientific findings, a person’s behavior style and their talents are given to each person by God at their birth.

• Identifying Your Style: Identifying your natural behavioral style—the "comfort zone" where you feel most like yourself and can relax.
• Building on Your Talents: Helping you identify and build on your own talents and strengths.
• Personal Understanding: Helping you identify your behavior and knowing how your behavior affects others.

Strengthening Families

The underlying foundation of my work has been my personal relationship with Jesus Christ.

• Building Better Relationships: Focusing on the "real work" of strengthening the bonds between and among the people involved.
• Observable Behavior: Teaching through observable behavior how relationships among family members can be improved.
• Understanding Styles: Helping family members moderate their behavior to best work with others in the other person’s behavioral style.
• Valuing Strengths: Helping family members identify and build on their own talents and strengths to improve their relationships.

Coaching Teams

I help teams realize their greatest potential and make it useful to themselves and others.

• Versatility in Leadership: Teaching how to develop versatility to best work with others in the other person’s behavioral style.
• Building Strengths: Helping people identify their talents and strengths and build on those strengths as a leader.
• Maximizing Potential: Working with teams to identify and maximize strengths so the greatest potential of the team can be realized.  

Strategic Philanthropic Facilitation

Nonprofit Organizational Readiness

• Systems Development: Aligning the infrastructure of an organization to support a larger movement, including CRM data management and workflow systems.
• Performance Measurement: Analyzing the relationship among people, processes, systems, and performance measurement to ensure a fundraising operation is prepared for growth.
• Strategic Growth: Preparing the organizational "ground" so that it can effectively receive and manage significant philanthropic support.

Philanthropic and Charitable Planning

• Specialized Solutions: Specializing in the charitable planning field and planned giving, I’ve worked with organizations both nationally and internationally.
• Charitable Life Insurance Program: I originally designed this program as a tool for philanthropic giving, achieving success through precise and careful controls of the policies, companies, and insurance agents utilized.
• Professional Benchmark: This specific curriculum was adopted by The American College for use in the Chartered Advisor in Philanthropy® (CAP®) designation.
• Institutional Impact: Leading teams at Auburn University to raise over $650 million in planned gifts, ensuring a mission is supported for the long term.
• Policy Optimization: Providing stability and control to Auburn University through the Charitable Life Insurance Program, with over 90% optimized to be self-paying to age 120.

​Ministry and Movement

The underlying foundation of my work has been my personal relationship with Jesus Christ.

• Christ-Focused Coaching: Serving as a Biblical teacher and trainer to develop leaders, small group facilitators, and disciples.
• Evangelism & Discipleship: Providing the coaching and training necessary for individuals and groups to grow in their faith and their outreach.
• Movement Solutions: Offering clear "next step" management to ensure individual and group growth remains consistent and focused.

A Journey of Stewardship and Relationship

For over 40 years, my work has been defined by a simple belief: a true legacy isn't just about what we leave behind, but how we grow the people and the resources God has entrusted to us. Whether I’m working here in the States or in Guatemala, my goal has always been to bridge the gap between technical financial strategy and the heart of the individuals, teams, and family.

​​Built on a Simple Foundation

The "why" behind everything I do is my personal relationship with Jesus Christ. That journey began as a freshman in college and led me into a lifelong calling of evangelism and discipleship.  My training and experience with Campus Crusade for Christ (CRU) provided me with many opportunities to share with college students how they could know Christ personally.  This led to my training them to be disciples, who in turn trained others to lead and train others. 
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This same spirit of serving others has guided my professional career. I’ve learned that in whatever work I’m involved, whether it’s reducing or avoiding taxes, creating complex estate and planned gifts, or creatively developing new uses for existing financial and philanthropic tools, the real work is about strengthening the bonds between and among the people involved. Success, to me, is seeing people and organizations transition their assets in a way that brings individuals closer together and fulfilling their goals and organizations better support their mission and their people.  

A Season of Impact at Auburn

​In 1994, I decided to focus specifically on the world of charitable planning and especially the discipline of using planned gifts as tools to help people and organizations achieve their philanthropic goals. This led me to Auburn University, where I had the privilege of leading the Office of Gift Planning for 14 years.
I’m incredibly grateful for what the people on the teams and I were able to accomplish together during that time:

• Supporting the university's mission through over $650 million in planned gifts.
• Pioneering a Charitable Life Insurance Program that has now helped many others through its inclusion in the National CAP® curriculum.
• Founding the SEC/ACC Planned Gift Conferences: Originally started for SEC Directors, we soon welcomed the ACC and expanded the scope to include all Planned Giving Officers on the teams of these universities. This allowed us to foster deeper collaboration across the conferences while keeping the focus on high-level expertise.
• Ensuring Perpetual Support: By focusing on the long-term health of over 300 insurance policies, 90% of which are self-paying to age 120—we ensured that the donors' legacies would remain vibrant for generations.

Helping You Reach Your God-Given Potential​

​Today, through WWLC, I’m helping others as a teacher and a coach to learn their value, their worth, and their positive impact they can have in their world.  Believing that our behavioral styles and our talents and strengths are unique gifts given to each of us at birth.

By combining the SOCIAL STYLE® model with CliftonStrengths®, I help individuals, teams, and families understand one another on a level which allows for differences in actions and thoughts to be understood and valued as strengths, not weaknesses.  This ability to appreciate and enjoy the differences that are unique to us while also communicating and appreciating others styles and strengths is called Versatility.  When we live and work in our behavioral style and our strengths, we don't just become more "productive"—we become more of who we were created to be.  Living, working, and interacting with others in the ‘comfort zone’ of our style, our talents, and our strengths means we can and are the most successful.
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It would be my privilege to walk alongside you, your team, or family to help you realize your greatest potential and build a legacy that lasts.