WHO: Successful 25 year career as entrepreneur with expertise in insurance, investing & other money matters. Happily married to Cathy Bennett for 20+ years. Proud parent of Kenya Rodgers (Derrick) & Doneda Bailey (David). Gloating grandparent of 4 future heirs...

WHAT: Christian, ordained minister; liberal; Democrat. I am dedicated to being the best advisor and friend to help you first and foremost to set goals and priorities. Then, together we will develop a well-crafted gameplan to optimize your financial success. In our experience this has proven to be the path that creates and maintains joy and fulfillment at home, at work, and in other important parts of your life.

WHERE: Resident of Arlington TX (near Dallas & Fort Worth)

WHERE: Educated at Hudson & Tuggle Elementary & Carver High (Birmingham, AL); Morehouse College (Atlanta, GA); University of AL-Birmingham; Birmingham-Southern College; Stanford University Graduate School of Business (Palo Alto, CA)

WHEN: born - 1940's; 1st radical experience - protested, sang and jailed with Dr. M. L. King - 1960's; purchased 1st home - 1960's, 1st executive job - 1970's; achieved financial security - 1990's; planned retirement date - when the fire or body dies.

Why Q & A.

Q. Why did you decide to pursue a career in finance?

A. While enrolled in accounting 101, and experiencing a very boring professor, a spark was ignited. I understood and liked debits and credits. Nerdy? Yes. But I was struck by the precision of the balance sheet and income statement.

Q. So many marriages start with great hope and promise but end in failure. What is the glue that has kept you and Cathy as you say "happily married."

A. Primarily, a 5 letter word spelled C-A-T-H-Y. My wife is extraordinary. She is a woman of deep faith, who is quick to forgive. Cathy also is patient, confident, trusting, trustworthy, and enormously outreaching and friendly too. In addition, Cathy is loyal and dependable. Undergirding these traits is her humility. And last but not least, she's also fine. I've learned that when I follow her example I am a better person, husband, father, paw-paw, friend and business man.