Testimonials

• “Joyce presents useful and practical advice in a creative and entertaining way. I would recommend this book to experienced and novice investors, as well as financial planners.”

  – Mark B. Sutton

  Former Chairman and CEO, UBS Americas
• "Money Managers will want to give this book to their new clients and probably some existing clients, so they can experience Rich's investment journey."

  – Henry Houston

  Former Board Chairman Rosetta Resources, Inc.
• “I found the novel captivating and well written without sacrificing the quality of the financial planning advice.”

  – Richard C. Johnson

  Former Managing Partner, Baker Botts LLP, Retired
• “Investment planning is intimidating to most. ‛The Story of Rich’ demystifies these principles in a relatable way. Those thinking about their financial future should get to know Rich Viva.
  

  – David A. Miller

  Chief Financial Officer, Valencia Group
• “The Story of Rich is a compelling story of one family’s impressive financial success confronted by a jarring wakeup call when they balanced their predictable long retirement against the unpredictable financial markets. It is a teaching moment for even the wealthy.”

  – Frank Keating

  President and CEO of the American Bankers Association
  25th Governor of the State of Oklahoma
• “Joyce nicely weaves together the joy and difficulties of family life while educating readers on financial decisions.”

  – Wayne Bohannon

  CEO Air Liquide Healthcare America
• “I thought the book did great job of capturing the emotion of Rich’s retirement and selling his business.”

  – Bob Gardner

  Former President of Texas Mortgage Bankers Association
• “A stimulating read for any investor that wants to expand his knowledge.”
  

  – Carroll W. Phillips

  CPA
• “The Story of Rich is the roadmap for weathering anxiety, worry, frustration, and uncertainty in the transition from productive wealth to retirement security. Your story starts like the story of Rich. Will your story end like his?”

  – Andrew H. Card, Jr.

  Dean of The Bush School of Government and Public Service at Texas A&M University
  U.S. Secretary of Transportation under President George H. W. Bush
  White House Chief of Staff under President George W. Bush
• “A delight, I found Joyce’s book to be insightful, practical and eminently readable. Whether you are a CEO or first time manager starting on your career path, you will recognize yourself somewhere in his prose. He does a masterful job of taking some of the toughest and most complex elements associated with personal financial planning and boils them down to the universal and everyday fundamentals of goals, family, and spirituality. What’s more is that his clever approach to the chaptering of ‘Rich’ allows the reader to return to the book as a real-time planning guide, again and again, with unique insights for experiences and situations spanning multiple phases of life’s journey.”

  – John O'Loughlin

  President - Houston Chronicle Group at Hearst Media Services
• “Remarkably insightful book! As a passionate running coach and marathoner, I appreciate the parallels J.D. draws between investing and training for a marathon. Thanks, J.D., for proposing a fresh, new way to manage my financial life.”

  – Debbie Mercer

  USA FIT Director
• “Regardless of your age or net worth, one of life's key challenges is how to invest wisely and plan for the future. The story of Rich Viva, his family and friends is an investment fable for everyone, showing you how happiness and sound financial planning can often align.”

  – Larry Kellner

  President of Emerald Creek Group, LLC
  Former Chairman and CEO of Continental Airlines