I've spent 39 years in financial services, beginning as a stockbroker in 1986 and transitioning to independent financial advisory in 1992. In 2003, I incorporated 360NetWorth, Inc., establishing what I call a "Personal CFO" practice—providing comprehensive financial guidance, estate planning, and tax minimization consulting to individuals and families.
Over the years, I've served 350+ clients across the U.S., formed multiple tax-exempt 501(c)(3) organizations, and sat on non-profit boards. I built a successful career helping people achieve financial clarity and peace of mind.
Then everything changed.
A significant health mystery stumped both me and my doctors. The medical workups found some clues but no clear answers on how to address it. Traditional approaches weren't giving me the solutions I needed.
Desperate for answers, I dove into functional medicine content. I discovered Dr. Mark Hyman's podcasts and started watching hundreds of hours of interviews with leading health experts. The insights were incredible—but there was a problem.
I'd watch a brilliant 90-minute interview, then three weeks later need that specific information again and have no idea which episode it was in. I was drowning in valuable information with no way to find it when I needed it.
That's when I discovered AI wasn't just another tech trend—it was the solution to my problem.
Honestly? I was intimidated by AI at first. I sat on the sidelines for a year while others got ahead. I didn't know where to start or what was possible.
But my health crisis forced me to learn. I discovered that AI could transcribe entire podcast libraries, make them searchable, and answer specific questions like "What did Dr. Hyman say about mitochondria in episode 247?"
The breakthrough came when I realized I could build the exact tool I needed. Not just transcripts—but searchable, sortable, filterable archives with AI summarization. I started with Dr. Mark Hyman's podcast. Then I kept building. And building. Eventually I indexed all 3,516 episodes of The Joe Rogan Experience—every guest, every topic, every conversation—fully searchable.
Over the past year, I've transformed from intimidated observer to full-stack developer and AI solutions consultant. I taught myself PHP, Python, JavaScript, and modern AI APIs. I built searchable databases containing thousands of hours of content—initially just for my own medical research, but then I realized: if I need this, others do too.
What started as a desperate search for answers to my own health mystery became a complete career evolution. I now build sophisticated AI-powered systems for churches, ministries, wellness organizations, and professional practices.
Turning my health crisis into a technology solution wasn't just about solving my own problem—it became proof that anyone can learn AI if they're motivated enough. What started as a desperate search for health answers evolved into a complete ecosystem of AI-powered applications:
3,516 episodes. Every single one. Fully transcribed, summarized, and searchable.
This isn't just a database—it's the most comprehensive searchable archive of The Joe Rogan Experience anywhere. If Joe said it, you can find it.
1,200+ episodes from Dr. Mark Hyman and leading functional medicine experts
Multiple databases covering:
What makes these work isn't just transcripts—it's the architecture:
Total Impact: 10,000+ transcripts and summaries. 3,516 indexed Joe Rogan episodes. Complete searchable archives of leading voices in health, recovery, spirituality, and culture.
39 years of expertise in comprehensive financial guidance, estate planning, trust formations, and tax minimization consulting. Serving 350+ clients across Texas and California.
Custom AI-powered applications for organizations and professionals. I don't just talk about AI—I build production systems: searchable sermon archives, podcast databases, AI Q&A systems, complete content indexing. If you have content, I can make it discoverable, searchable, and useful.
Self-taught in PHP, Python, JavaScript, SQLite, and AI APIs. Building production systems that handle millions of words, thousands of hours, and serve real users.
"I wish someone had shown me a year earlier." For professionals intimidated by AI: $2,500 assessments show what's possible. $5,000 implementation packages get you started. I've been where you are.
What started as one desperate guy trying to solve his own health mystery has become a complete ecosystem of AI-powered content platforms. Each one demonstrates what happens when you combine domain expertise, personal need, and modern AI technology:
1,200+ episodes from Dr. Mark Hyman and functional medicine experts. The original motivation that started everything. Searchable transcripts, AI-powered Q&A, and the content that helped me understand my own mitochondrial dysfunction.
Recovery resources for addiction and betrayal trauma. 817+ sermons and teachings from Pure Desire Ministries, John Eldredge, and leading recovery voices. Evidence-based, compassionate guidance for healing.
The complete Joe Rogan Experience archive—all 3,516 episodes—fully searchable. Find any conversation, expert, or topic across thousands of hours. From health to science to philosophy to comedy—if Joe discussed it, you can find it in seconds.
Built from scratch using:
Total reach: 10,000+ transcripts and summaries. 3,516 Joe Rogan episodes indexed. Millions of words made searchable. Completely free.
My wife and I have four grown children who all live in Texas. My journey this past year has been both professionally transformative and deeply personal.
The health challenge that started all this taught me something profound: you don't have to wait for all the answers to start building solutions. Sometimes the best response to a problem is to create tools that help not just yourself, but everyone facing similar challenges.
I went from "I'm too old to learn this" to building 10+ complete applications in less than a year. The most intimidating technologies often become the most empowering once you take the first step.
Whether you're a financial professional wondering how AI could transform your practice, a ministry leader wanting to make your content more accessible, someone facing your own health mystery, or an individual who's been sitting on the sidelines intimidated by AI—I've been exactly where you are.
I wish someone had sat me down a year earlier and shown me what I was missing. That's exactly what I do now.
Whether you need Personal CFO services, estate planning guidance, or custom AI solutions for your organization, I'd love to hear from you.
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