Build your portfolio and achieve your financial goals the same way I manage money for schoolteachers and billionaires for over 15 years. No more second guessing yourself.
Learn six investing principles to remove any guesswork in picking stocks
Build a structured portfolio to help protect you from falling markets, ongoing volatility, and interest rate hikes.
Learn to build your portfolio to achieve your financial goals without unnecessary risks.
Market-beating investment strategy I have time-tested for more than 15 years of extensive testing and investing.
Regain power over your investment portfolio and take control of your future.
The journey from novice to an investor with a clear plan and strategies that would never have crossed your mind.
In my senior year in high school, my Economics teacher took me and my fellow students on a field trip to the New York Stock Exchange (NYSE)...and I was hooked! The energy of the trading floor on the NYSE was something I can’t describe, and many of my favorite movies like Wall Street and Trading Places were good at capturing the art of trading stock and growing wealth.
I earned a bachelor’s degree with honors in Quantitative Economics and learned in the simplest terms...that every life decision we make has a financial impact.
As an investment banker, I made a lot of money, and as a music executive I made very little. While the lifestyle change was what I needed socially & emotionally, it was a dramatic financial change. I could no longer afford to go to my favorite top dining destinations in New York City. Only at places like Subway, Ranch 1 (remember that chain?) and the occasional $5 special menu at the Chinese food spot were in my budget. I went from living an apartment overlooking Central Park on the Upper West Side, to sleeping on my aunt’s living room floor. I also remembered being depressed that I couldn’t save money because I was only earning enough in the music business to pay my bills.
But after reflecting on both my experiences in investment banking and music, I had a revelation...I like finance and I like people.
Being a financial advisor has become one of the most rewarding things I have ever done, and my success has allowed me to play golf, travel, write, teach, and spend time with the people I love the most: my wife and children. I also found that a lot of the investment advice I give today that continues to help me and my clients grow in assets has been informed by my time growing up on a farm and having a farm stand business at the age of 9.
Growing up on a farm helped me to take the most complex financial terms and simplify it so that clients are clear about how their goals are being met through investing. Because jargon can be intimidating and make us feel excluded from the wealth building process.
Build a long-term income portfolio, achieve your financial goals, and beat every financial crisis by investing wisely.
Join now to get proven guidance to build and manage your portfolio.