Most wealth advisors will teach you how to budget, save, and invest. I'll teach you why you often self-sabotage when you try.

After 20 years as a Benedictine monk, I had an epiphany: being broke doesn't help anyone. I became a financial advisor, and today I serve clients as an investment advisor at Course Management Investment Advisors in Pinehurst, North Carolina. Along the way I discovered what traditional finance ignores. Your money problems aren't about math. They're about the invisible fears, wounds, and personality patterns driving every financial decision you make.

My path from Marine discipline to monastic wisdom to financial advising gave me a framework nobody else has. Using the Enneagram, I reveal the nine distinct "money monsters" that sabotage wealth, and I show people how to turn their deepest financial wounds into their greatest advantages.

My TEDx talk has reached 370K+ viewers. I've appeared on 100+ podcasts reaching millions of listeners. I've been featured in The New York Times, CNBC, Entrepreneur, and TheStreet. I've guided clients from Main Street to Hollywood and worked with businesses and faith communities across the country.

I'm the author of two books: From Monk to Money Manager: A Former Monk's Financial Guide To Becoming a Little Bit Wealthy, And Why That's Okay, and Taming Your Money Monster: 9 Paths To Money Mastery With The Enneagram.

Whether I'm speaking to corporate leaders, financial professionals, or faith communities, I deliver the same message: financial success and spiritual fulfillment aren't mutually exclusive. They're two sides of the same coin.