Dogma 9/23

Let them know where I came from, Where I am, and where I am going.
From:

• SC, 5000 pop, 2 mi.^2
• Parents: dad owns real estate, no good with money. Mom knows English, no good with money
• 2 sisters, brother all older
• Started golf age 15, coach was 81. Played in high school and got scholarships for college
• My ex-girlfriend played golf, PhD now.
• Accounting at U.S.C. Graduated with honors
• Grant Thornton

Now:

• In San Diego for its diversity and to understand complex business networks
• Working with New York Life to understand sales and investments
• Working hard on my body and diet
• Growing a business network to be a one stop shop
• Understanding talent and cultivating it in myself and others.
• Business Alignment, pursuing others' passions.

Future and goals:

• Be a one stop shop and refer clients to other business pros
• Contribute to my community in the best way possible
• Inform clients about financial information and give them more focus in their lives
• Work as a planner for high net worth clients and be a business consultant also
• Live in San Diego for the rest of my life
• Create and Direct at least one charitable function each year on the golf course

Describe yourself:

• 8 years of restaurant experience
• From South Carolina
• Played golf in college
• Studied accounting
• Close to my family
• Long term goals include
• Career in sales
• House in La Jolla
• Membership to a golf course