Wilson has worked in the financial services industry for the last 15 years. During that time he noticed something that he couldn’t ignore any more. He noticed that financial services is really good at helping wealthy people get wealthier but doesn’t focus on the 80% of the population that really needs help.
While working for one of the largest global financial service companies he noticed that most people who called about their 401k plan wanted to withdraw money from their plan, not to put money in. Why? Because most people did not plan their finances properly.
As an introvert, there is one topic that gets Wilson to jump out of his shell, the topic of personal finance. How do we look at, how do we manage it, what isn’t being said about it that should be.
Wilson has an MBA from Duke University Fuqua School of Business and is a financial coach and CFEI, Certified Financial Education Instructor by the National Financial Educators Council. But what he is most known for is taking the complexity and frustration out of money management and making it simple enough that anyone can understand it and modify their behavior to keep it!
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