Fun Facts

I love working outside and gardening. I am a father of 2 children, married, and I have one more child on the way. In my spare time, I like to spend time with my family and watch movies, along with going for bike rides, walks in the park, etc.

About Me

I have over two years of Financial Services industry experience, including working at Charles Schwab and Wells Fargo Advisors. To obtain employment at these firms, I first had to pass the series 7 and series 63 exams, and I am well versed in everything securities industry-related.

Experience

I have securities and brokerage operations experience, wealth management experience, and overall financial services industry experience. I am proficient in web development, building websites, and tech. I am good at math, English, and writing and I am the founder of Daily Investment Advice, which is an investment and stock market-focused educational website, dedicated to helping investors achieve their goals & objectives.

Approach

My approach is straightforward and factually based. I believe it is important to take a "big picture" approach to learning something as complex and as heavily regulated as the securities markets. I believe that by breaking large concepts into smaller, easily understandable chunks and using hypothetical examples, I can take these concepts and simplify them for someone who is brand new to learning something.