“Commitment is that turning point in your life when you seize the moment to alter your destiny.” - Denis Waitley

I am excited to bring to you today an interview with one of my mentors and the founder of The Heritage Institute.

A turning point in my life came in 2008, when I made the commitment to alter my destiny and focus solely on Heritage and Legacy Planning work. I retired from my former life as a Financial Planner and now work alongside individuals, couples, families and collaborate with their advisors to support them on their journey to live their family legacy.

I will be forever grateful to Rod for introducing me to this profession.