I have spent over 35 years as a financial executive for many businesses in different industries. Many of the companies were started by an entrepreneur who saw an unfulfilled need or a need fulfilled with sub-par service. The energy, dedication, and enthusiasm of these business owners has been contagious.

During nature hikes with my wife in North Georgia and Western Carolina Mountains, I would daydream about starting a company focused on bringing value to its customers and community. Climbing to the top of a mountain and enjoying the 360° views would energize my soul as to the power and beauty of nature. I would sometimes think of the mountain as a company, with the start of each hike as the beginning of a company’s journey.

As we walked, I would envision the growth of the business to its maturity and success at the top of the mountain. As a Numbers Coach, I could guide them along their journey to reach the summit of financial success.

Each step added strength, physically and mentally to the person's well-being (the “business”). During these beautiful hikes, the one species of flower that I could identify was a Trillium with its brightly colored three petal blooms standing out among the carpets of green foliage. It became a standing joke that every unidentified flower on our hikes would be labeled a Trillium.

During these hikes, my wife and I also had dreams of a family and the joys of being blessed with children. We decided to wait, thinking that our maturity and wisdom would compensate for any lack of physical energy as older parents. On August 21, 2000, my wife and I were blessed by the birth of our three beautiful daughters. It has been quoted that there is a universal power from the number three, and we have been touched by the beauty of a three-petal flower (the Trillium) and the birth of three blessed daughters.

Destiny, coincidence, or whatever you may call it; Trillium Financial was meant to be “born” from the dreams of a person blessed by the power of three (oh, and by the way, we found out that we had three children on the third day of the third month of the third millennium).

Our company wishes you and your business the best of success in everything you do.