I have worked as a mentor and national instructor for Investools, BusinessWeek Investor Education, and CNBC University. I have helped to create several of their courses and authored some of their instructional manuals. I am currently a principal at a private asset management firm. I welcome any questions regarding the markets and any investment strategy. I prefer to offer recommendations in the form of strategy and suitability rather than in giving my opinions about specific stocks.
I have worked for over nine years in the trading industry, starting as a research analyst for an equity hedge fund and as a financial advisor for Prudential Securities where I received my Series 7, 6, and 63 licenses. For over four years I also worked for Investools (NASD: SWIM) as a mentor to hundreds of individual traders, training them in all aspects of successful investing and trading. I was also a national instructor for Investools, BusinessWeek Investor Education, and CNBC University, conducting educational workshops across the country on the proper methods of investing. I created the live 3 and 4 day courses for these companies that have become two of their most popular programs with their students. I recently authored several instructional manuals for True North Academy, the company that conducts personal coaching for WizeTrade, Optionetics, and OptionsXpress. I am currently a principal for Bridge Asset Management LLC, a money management firm that specializes in proprietary currency trading.
My company is in the process of becoming a member of the NFA (National Futures Association).
On the Investools, BusinessWeek Investor Education, and CNBC University websites; in the manuals for the live courses for these companies as well as the manuals for the coaching programs for WizeTrade and Stock Investor; in the monthly newsletters of Bridge Asset Management.
I received my Bachelors of Science in Economics from Brigham Young University. I earned my NASD Series 7, 6, and 63 licenses and am currently in the process of becoming a CTA (Commodity Trading Advisor).
Awards and Honors
I received the Top Performer award for the Northwest region in my training with Prudential Securities; I was the only mentor out of over 100 mentors to be selected as a national instructor for Investools Investor Education.
With my original hedge fund, our clients were the founders of Franklin Covey as well as several other high net worth company founders. With Investools and True North, my clients were thousands of students from every walk of life and from various levels of knowledge and expertise in investing. My current clients with Bridge Asset Management are individual investors and several professional money managers.