I'm the Executive Director of ACA - The Alliance of Cambridge Advisors, Inc., which is a small national 501(c)(6) organization of holistic financial advisors. I've been involved in the financial planning world since 1992, when I started working with Bert Whitehead, a pioneer of holistic planning. The training company he founded in 1995 morphed into our non-profit organization in 2002, and it's exciting to have been there every step of the way.