About Us

• B.S. and M.S. in Accounting, BYU.
• Accountant, a financial analyst for 2 large corporations through the mid-1980s.
• Financial and tax advisor for 20 years.
• For 10 years have advised families on optimal education and college planning.
• Have spoken before student and business groups on the challenges of higher education.
• Have been a guest on talk radio programs covering education and public policy issues.

Representative with www.POWT.org, doing college planning for 20,000 students since 1993.

After reviewing this website, for teenage students, go to our partner website for late-stage college planning at www.POWT.org, one of the oldest national college planners in the country. 

Also, a snapshot view of where I am coming from regarding education is discussed in my editorial at The News Tribune: http://www.thenewstribune.com/2009/10/06/906235/your-voice-better-civic-literacy.html.