Ted is an author, speaker and trainer. He is a fully-licensed financial advisor. He authored "Money Makes Me Crazy: A Prescription for Money Sanity" and is the creator of the revolutionary "The Command Pilot System" -- a system designed to uncover and assess an individual's unique attitude toward money.
Prior to forming Apexx, he was a District Manager with two major financial planning firms. Ted is a retired Lt Col, USMC where he served as Economics Instructor, U.S. Naval Academy; Aide to the Assistant Secretary of the Navy for Financial Management; and various command and staff assignments. Ted is also an accomplished public speaker and trainer, having presented keynotes at numerious national and regional conferences.
Awards and Accomplishments:
Ted is the author of: "Money Makes Me Crazy! A Prescription for Money Sanity." The book is a 2011 Global eBook Award Finalist. He is also the recipient of many industry and professional awards.
Bachelor of Arts (BA), Colgate University
Master of Science (MS), Boise State University
Master of Arts (MA), Pepperdine University
Ted is involved with many community non-profit organizations. He is also a triathlete.
Industry Expertise (3)
Areas of Expertise (3)
Business founder and owner (professional)
Business founder and owner
Money Makes Me Crazy! A Prescription for Money Sanity
Lt Col USMC (Ret) (professional)
Lt Col USMC (Ret)
Colgate University: BA, Social Relations 1973
Pepperdine University: MA, Public Administration 1978
Boise State University: MS, Instructional and Performance Technology 2001
- Financial Planning Association
- USA Triathlon
- Financial Therapy Association
Leslie E. Lindfield, CPFFE, Executive Director/Founder | Institute for Financial Literacy: 2012 Annual Conference on FInancialo Education
"Your direct participation and shared insights helped make it our most meaniful and productione conference to date. We received a tremendous amought of positive feedback from conference attendees about your session."
Sample Talks (1)
Money Makes Me Crazy--How About You? The Myth of the Rational Consumer.
Entertaining, informational, and non-technical presentation on why money makes people crazy. The presentation is for anyone who has ever gone into a store to buy milk and bread, spend a small fortune--and forgot the milk and bread. Humans are not hardwired to work well with money. Our biology, culture and beliefs keep getting in the way. Money success is about managing behavior--not money. The presentation can be customized for professionals and the general public.
- Workshop Leader
- Author Appearance