Pers; Married 2 adult children and grandchildren, long time meditator and recognizer of centrality of mind from teenage years, mostly Buddhist (Tibetan Dzogchen/Mahamudra), long-time Aikido student/teacher (stopped 7 years ago), tennis player, walker/hiker

Bus; stockbroker 6 years, fee-only financial planner 6 years, retirement/investment planner 20+ years, move-to-Mexico expert 8 years (currently offer an online program), now a "Retirement Futurist" developing a course and membership program for 50+ AI/Retirement oriented.