Professional Experience

Resilience and Hard work pays off - Worked full time + active member of TN National Guard + Full time student + Raising a family 

Cost Accounting - Reconciled numerous accounts, including foreign accounts, and tracked costs.

Trading/research -  All investments sold in 2018 beat the market by 3x or more.

Savings Goals?

Helped a client formulate a savings strategy and track progress for a large savings goal. 

Use investments to pay off debt faster and/or fund vacations

Investment Clubs

The Focused-Investing strategy has consistently generated three times the market return in different market environments and has never lagged the market. It is about generating above market returns without taking additional risk. 

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