The Modern Insurance Agent

• Alternative investment expert, fund manager, educator, and bestselling author

• Author of The Little Green Book of Note Investing

• Former computer engineer who transitioned into investing and financial education

• Specializes in mortgage note investing, passive income strategies, and alternative investments

• Helps investors build financial resilience through diversified income streams

• Manages a mortgage note investment fund and is a respected veteran in the note investing industry

• Passionate about making complex financial concepts simple and actionable

• Speaker and educator focused on long-term wealth-building and financial freedom

• Advocates for the importance of both financial health and physical health

• Leverages AI, virtual speaking, and digital content to educate and reach a broader audience