I am the founder and principle of NewLine Consulting Services LLC. I started the company with one goal in mind, ‘To make consulting services available to more business owners and individuals’.
I started as a Financial Advisor for a large brokerage back in 1998 and quickly became disillusioned by the world of large brokerages. I wanted to help everyone develop a plan, but was told to focus on those individuals with larger net worth. After a few years of this I opened NewLine Consulting and never looked back.
As I worked with my clients on the financial end of things, many who were business owners asked if I could look at their businesses. Thus began my foray into the business consulting market. In 2006 I earned my MBA in Management, just to silence my detractors. It didn’t matter to my clients, they had been more than happy with my work to that point.
In 2009, I published my first book entitled; “Real Wealth: A Success Formula”. The book is based on my proprietary program that I developed for my clients to help them develop financial plans that met their every need. As a financial planner I’ve been the keynote speaker in many seminars and I’ve conducted financial classes for many youth groups as well.
In 2005, I was awarded the Businessman of the Year by the NRCC and again in 2006. In 2007 I was again recognized by the NRCC as a Champion of Conservative Principles in Business and awarded the Ronald Reagan Gold Medal for excellence.
In 2012 I received recognition as a Business Innovator by the Tooele County Business Development Council.
I served on the National Congressional Business Advisory Council from 2004 to 2007. I ended my work with them, when I realized that our elected officials didn’t want to create lasting solutions if it took away a political edge for them.
I love business and helping people. My whole work life has been organized around helping others succeed and thereby helping our Country get back on track and become strong again.