Finance decisions don’t fail

People fail to understand how systems judge them

I teach professionals how financial systems interpret identity, structure, value creation, stored agency, and trust — so decisions get easier and outcomes get cleaner.

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Speaker addressing a professional audience.

Speaker & Educator

A speaker and educator who helps capable people understand why things feel harder than they should — by teaching how agency systems actually work.

Businessperson working on puzzle pieces drawn on blueprint at desk with laptop, stacks of coins, sticky notes, and documents.

Framework Builder

The creator of The Puzzle Method, a diagnostic framework for understanding agency, compensation, and order in work and money systems.

Learn the Framework
A person in a business suit holds a pen and reviews mortgage documents on a clipboard at a desk. In the background, a computer monitor displays financial charts and graphs, with a cup of coffee, a calculator, glasses, and some coins on the desk.

Mortgage Strategist

As a mortgage strategist, he helps borrowers navigate complex lending systems with clarity, structure, and long-term thinking.

Puzzle pieces labeled 'Identity,' 'Structure,' 'Income,' 'Assets,' and 'Trust' arranged on a wooden surface with a small stack of papers, pen, and a potted plant in the background, representing the 'Puzzle Method' of financial planning.

Most financial advice fails because it treats money like math.


The Puzzle Method treats money like a system — interpreting behavior, patterns, and risk.

  • Identity

  • Structure

  • Income

  • Assets

  • Credit (Trust)

Change the inputs, and the system responds differently.

The Puzzle Method

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  • Built for Professionals Who Influence Decisions

    Real estate teams & brokerages

    Financial planners & advisors

    Entrepreneurs & self-employed earners

    Buyers navigating non-standard situations

Experience that translates

I bring:

  • A mix of formal business training and real-world financial complexity to the room.

  • An MBA and years spent navigating non-standard lending

  • Focus on understanding how financial systems actually interpret behavior

  • My work is education-first

  • Built to help professionals make better decisions, not to push products or chase deals.

Man in business suit reviewing documents on a cluttered desk, with a laptop, calculator, coffee mug, and a potted plant.

Mortgage support for complex scenarios

If your situation doesn’t fit standard templates, structuring matters. For applications and disclosures, you’ll be redirected to my CMG platform.

Continue to CMG Mortgage Resources