“Be Present, Be Grateful, and Be of Service”—Dr. Neil Nathan
I live by these principles I learned from Dr. Nathan, my treating physician for a devastating illness known as mold toxicity. Through God, Dr. Nathan, Dr. Turzo, Dr. Bronson, and my family…I have fully healed from this otherwise chronic illness that is hardly understood or accepted within medicine.
In 2009, I started my financial advisory practice with WestPoint Financial Group, with the goal of establishing my own entity (Physician’s Wealth Resource®) that would become the most specialized physician-focused practice in the country. At the same time, my wife Emily was finishing medical school and beginning her residency as an Emergency Medicine physician. I developed a nuanced understanding of the lives of physicians and their families. This gave me clarity in advising physicians on the intricacies, within the unique financial structure of their careers.
The foundation of our practice is education. Our PWR team has given more than 100 lectures to medical/osteopathic schools and residencies/fellowships…including those at IU School of Medicine, Marian University College of Osteopathic Medicine, Ascension St. Vincent, Franciscan, Community Health Network, Fort Wayne Medical Education Program, U of L School of Medicine, St. Luke’s Hospital, and SIU School of Medicine.
I run a very efficient practice out of respect for our clients’ (lack of) time and to maximize time with my family…Emily, Wynn (6), Kendrick (4), and Karl (2). Emily and I met as Bloomington Parks & Recreation tennis instructors in 2006, and we enjoy playing when possible and/or teaching our kids!
Outside of my family and clients, my passion is helping other patients develop the many resources they need to be correctly diagnosed and treated for complex illnesses such as mold toxicity, Lyme disease, and structural issues from temporomandibular joint dysfunction (TMD). Specifically, I am in the process of creating the “Center for Complex Illness” to offer hope and solutions to the most complex patients, whose illnesses stem from the toxicity of our environment.