Target Efficiency & Productivity in Your Portfolio, 

Like You Would in Your Business.  

I specialize in the portfolio efficiencies that effect your outcomes.

  • Your seriously invested capital is a marathon that I view as,              "Extremely Important". 
  • Efficiencies can be critical tools in your outcome.  Inefficiency can lead to increased time to your goal or even goal failure.   
  • I help you transition to an exceptional process of efficient investing, with a plan to thrive.                                                                                                                                            

Click & schedule to discover how efficiency could be your solution.

I know how it feels to be surrounded by people selling generic plans anchored with generic portfolios.  I feel that you deserve better.

The mission, here, is for you to successfully complete the marathon of YOUR goals most efficiently.  I'm aware and I care.

I'm confident that you'll find this to be the most unique, high quality investment process, comfortably beyond your local broker team.

Click to Schedule a call Now, before a proof-by-loss event.

It's Easy in 3 Simple Steps:

  1. We clarify your view & create your goal/solution list with your current snapshot.
  2. I create a plan for efficiency and attainability.
  3. We reconnect and review an efficient plan for your marathon. 

Click to talk about the easy & organized path of efficiency (All calls are no obligation). WealthStack EDGE Event 2023 Guest Speaker


Celebrating the 26th year of serving clients nationally





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It doesn't make sense to hire smart people and tell them what to do;  

We hire smart people so they can tell us what to do.




-Steve Jobs,



Apple Co-Founder and former CEO

The complex part is taken care of for you, so you don't have to.

When you take a flight, to enjoy your vacation,

the Airline handles the Pilot, Maintenance & Physics.


I help you to manage your plan for your goals.

Without having you attend flight school.

For You: an Investment Process Built on Data, Math, Risk Discovery & 26 years of experience:

Your plan includes a proprietary system that refines thousands of data points into a 12 Step Process of Dynamic, Cross-Asset, Capital Management, designed to be risk appropriate and opportunistic with efficiencies well beyond static buy and hold. I coordinate this for you.  This is:

Data Focused • Critically Thought • Investing

Your visit today is greatly appreciated.

Best regards,


Click Here to schedule a call about the math of efficiency.


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