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I have several ways I can help you build your portfolio. The best way to get started is to contact me using the contact form HERE

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The world of investing and wealth building can be very overwhelming and intimidating to some.  Every week I try to answer some of the most common questions through the podcast. If we don’t cover a question you are looking to answer please reach out to me via my contact page or add any questions or comments to any of the recent posts.



Then be sure to stay tuned in each week to the Podcast show. You can see some of our most recent episodes below.

I also host occasional live workshops and online webinars helping people learn what it takes to build wealth in today’s economic climate. If you want to stay informed on any upcoming events please be sure to fill out the sign up form on the side.


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About Me

I am on a mission to change the way people think about investing. I am an “Investment Concierge.” My goal is to teach you how to invest for yourself. I help people that are just starting out with investing. I also help people who want to learn more about investing. I love to help people in anyway that I can. I consider myself a financial coach. (read more...)


Are you managing your own money? Do you save ten percent of your income? If you do not, you need to start. First, pay off any debt that you have. Second, automatically save at least ten percent of your income or more. This is a basic principle of saving that will help you become wealthy.


An options contract is a contract that gives the owner the right, but not the obligation, to buy or sell a security at a particular price on or before a certain date. Click the image above to learn more…


The IRA is just a type of account that the government offers to anybody who is a citizen of the United States. There are many different types of IRAs. For instance, there are Roth IRAs, Traditional IRAs, self-directed IRAs, and a few others. The Roth IRA is the one that I like the most.

The A.I. Method

The system I use for trading these markets is unique.
Aggregate investing is what I like to call it. The investing world is filled with all kinds of different philosophies. I do not hold anything as gospel anymore….