Control how you learn & progress
Get Started
Take the first step toward financial peace with our introductory course.
Join Our Webinars
Learn wealth-building strategies with our engaging webinars.
Schedule Your Next Meeting
Get personalized financial education with a 1-1 session.
Wealth Architecture Workbook
Your guide to building financial success.
Upload Documents
Securely share essential documents with our Professional Network.
Member Resources
Access tools and resources designed to help you succeed.
Meet your Wealth Architect
Eric Lloyd
A seasoned entrepreneur whose journey began at the remarkable age of 16. By 21, he was already making strides in commercial real estate. His ventures have spanned diverse industries, including landscaping, commercial cleaning, and real estate-based firms. With expertise in creating effective systems, Eric has contributed to the success of startups and international corporations alike, leveraging his sharp financial acumen to identify opportunities that drive business performance. Beyond his professional endeavors, Eric is a marathon runner, football coach, and skiing enthusiast. He values quality time with his horses and takes pride in being a dedicated father to his four children.
Control how you learn & progress
Get Started
Take the first step toward financial peace with our introductory course.
Join Our Webinars
Learn wealth-building strategies with our engaging webinars.
Schedule Your Next Meeting
Get personalized financial education with a 1-1 session.
Wealth Architecture Workbook
Your guide to building financial success.
Upload Documents
Securely share essential documents with our Professional Network.
Member Resources
Access tools and resources designed to help you succeed.
Meet your Wealth Architect
Dale Ockey
Dale Ockey brings over 25 years of extensive experience as a Loan Officer and Mortgage Underwriter. His expertise spans both retail and wholesale residential lending, equipping him with a deep understanding of structuring income and assets to meet specific loan program requirements. Beyond his lending career, Dale has successfully owned and operated a wholesale mortgage lending company, providing him with a solid foundation in business operations. Passionate about financial education, Dale finds immense joy in helping individuals make optimal financial decisions and witnessing the positive transformations in their lives. Outside of work, Dale enjoys golfing, exploring the great outdoors, and working on DIY projects at home.
Control how you learn & progress
Get Started
Take the first step toward financial peace with our introductory course.
Join Our Webinars
Learn wealth-building strategies with our engaging webinars.
Schedule Your Next Meeting
Get personalized financial education with a 1-1 session.
Wealth Architecture Workbook
Your guide to building financial success.
Upload Documents
Securely share essential documents with our Professional Network.
Member Resources
Access tools and resources designed to help you succeed.
Meet your Wealth Architect
Rick Villar
Rick Villar’s extensive and diverse experience spans corporate finance, real estate coaching, construction, and even running a door-knocking business. This breadth of expertise provides him with a unique perspective on guiding clients through their wealth-building journeys. Rick’s passion lies in empowering individuals to achieve their aspirations through coaching. His approach emphasizes strategic planning, automation, and cooperation to foster financial growth. Outside of work, Rick enjoys outdoor adventures, such as kayaking and mountain biking, alongside his wife, Emily. He prioritizes family time and seeks to live a balanced life that seamlessly integrates his professional and personal commitments.
Control how you learn & progress
Get Started
Take the first step toward financial peace with our introductory course.
Join Our Webinars
Learn wealth-building strategies with our engaging webinars.
Schedule Your Next Meeting
Get personalized financial education with a 1-1 session.
Wealth Architecture Workbook
Your guide to building financial success.
Upload Documents
Securely share essential documents with our Professional Network.
Member Resources
Access tools and resources designed to help you succeed.
Meet your Wealth Architect
Derrick Larsen
Derrick Larsen brings over 15 years of experience in coaching and empowering individuals to achieve their goals. As a former executive in the non-profit sector, he excelled in building communities through transformational training and coaching programs for both adults and youth. Since 2019, Derrick has dedicated his efforts to mentoring entrepreneurs and investors, specializing in Single-Family Real Estate investments and facilitating financial and mindset breakthroughs to help others reach their full potential. Passionate about empowerment, Derrick focuses on aligning talents and ambitions to drive lasting success and meaningful growth. Outside of his professional life, Derrick is a devoted husband and father to six children, cherishing time spent creating memories with his family. An avid outdoor enthusiast, he enjoys hiking, biking, and running, centering his life on building up the next generation and serving his community.
Control how you learn & progress
Get Started
Take the first step toward financial peace with our introductory course.
Join Our Webinars
Learn wealth-building strategies with our engaging webinars.
Schedule Your Next Meeting
Get personalized financial education with a 1-1 session.
Wealth Architecture Workbook
Your guide to building financial success.
Upload Documents
Securely share essential documents with our Professional Network.
Member Resources
Access tools and resources designed to help you succeed.
Meet your Wealth Architect
Mike Brown
Mike Brown is a purpose-driven and committed coach dedicated to creating impactful strategies and providing tailored solutions to help others achieve meaningful and lasting change. With extensive experience in coaching, consulting, sales, and marketing, Mike brings a dynamic approach to unlocking the true potential of individuals and organizations. His passion lies in guiding others toward self-empowerment, fostering an abundance mindset, and improving their overall quality of life. Outside of his professional endeavors, Mike is deeply invested in personal development and enjoys activities that enrich both mind and body, including music, fitness, and sports. He embraces each day as an opportunity to grow and inspire others to do the same.
Continue Learning
Welcome Course for Wealth Architecture
Welcome Course for Wealth Architecture
Get familiar with the Wealth Architecture Program, your Client Portal, and get answers to our most frequently asked questions.
Wealth Architecture Webinars
Wealth Architecture Webinars
Missed a live webinar? No worries. All sessions are recorded and uploaded here within 48 hours.
Path to Economic Independence
Path to Economic Independence
Path To Economic Independence
Congratulations! You’ve nailed the first step on creating your own Path To Economic Independence, which is getting the right education, and starting the process.
Now, sharpen your pencil and roll up your sleeves, because it’s time to start getting results.
Click "Getting Started" below to dive in.
Cash Flow Banking 2025
Cash Flow Banking 2025
Rig the Game in Your Favor Now you can become the bank and earn up to 10x the interest of any savings account without adding any more financial risk to your life. With Wealth Factory's lifelong Wealth Formula, you can do what billionaires have done for generations to perpetuate their wealth — and you’ll never have to cut back, sacrifice, defer or delay.
Foundations: Family Legacy
Foundations: Family Legacy
Congratulations! This foundational course will walk you step by step through creating a family legacy that lives on in perpetuity — benefiting generations to come.
Your wisdom, values and (if you choose) wealth can now be used to empower future generations. And the legacy you create today will act as a launching pad for all of their endeavors — whether those are professional, academic, charitable or entrepreneurial in nature.
The Family Legacy Rings that you’ll discover in the videos and workbooks below stack the odds in your family’s favor… for crushing entitlement, for jumpstarting opportunities, for building a structure proven to thrive, and for living a legacy today that future generations will thank you for.
We recommend watching the lessons in order to help you make your way through the workbooks.
Tax Cut Toolkit
Tax Cut Toolkit
On this page, you'll find all of your Tax-Cut Toolkit resources.
The strategies are here to help you permanently lower your taxes going forward. The 3-Year Tax review guide below may even help you get a retroactive refund check from the IRS.
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