Bert graduated from Stanford University with a degree in Industrial Engineering and later obtained his MBA from the University of San Francisco. He enjoyed a great and very fulfilling “career” in the old “Bell System” (AT&T) for 28 years.
In 1990 he started his Fee-Only Comprehensive Financial Planning firm, which he headed for 20 years. During that time, he was Chair of the West Region of the National Association of Personal Financial Advisors (NAPFA) and served on the NAPFA National Board. He retired from Financial Planning in 2009 but still does limited tax work.
Bert served as Treasurer of Light on the Mountains Center for Spiritual Living (LOTM) in Ketchum ID for three years, 2013 – 2015. In that time, he worked with Rev. John Moreland, the Spiritual Leader, and other Leadership Council members, improving cash flow, debt reduction, and overall financial awareness in the congregation. In 2018, he returned to the Leadership Council as Treasurer and is currently serving in that position.
He and his wife Carol live in Sun Valley, Idaho, near their true spiritual home, Light on the Mountains CSL in Ketchum ID. They feel blessed to support and participate in its mission.
Best Advice When Bert was a Young Man: “If you don’t know what to do, just start scratching at it and do something”. From Bob Gryb, Vice President at AT&T, circa 1971
Favorite Book: “Outliers” by Malcom Gladwell
Thoughtful Teaching About Anger: Pema Chodron “Don’t Bite the Hook”