I have nearly two decades of experience helping individuals and business owners create and manage wealth. I started my career as an educator, teaching people about the inner workings of Wall Street and the path to successful investing. This involved creating and presenting courses to thousands of investors through Rich Dad Education. During this journey, I developed multiple trading systems to help protect portfolios and generate cash flow.

In 2013, I became a member of the Chartered Market Technician’s Association and earned the Chartered Market Technician (CMT) designation. I’m passionate about simplifying complex concepts. My love for writing has led me to author thousands of articles for various websites and magazines. This experience has proven invaluable in helping clients understand the purpose and strategy behind their portfolios.

Outside of helping clients plan their family's financial future, you'll find me on the soccer field coaching my kids' team, enjoying a round of golf, or tending to my yard. My wife, Corinne, and I are proud parents of four children, and we call Utah home.