I grew up in Texas, graduating from Duncanville High School in 1991. I earned a Bachelors of Science Degree from the United States Military Academy at West Point, Class of 1995. While at the Academy, I majored in General Management with a concentration in Systems Engineering. I graduated the top cadet within my major and finished 22nd in a class of over 1,000.
In 2001, I earned a Certificate in Financial Planning from Florida State University, obtaining a 4.0 GPA. After graduating from West Point, I served nearly three years in active duty at Fort Hood, Texas. Serving as a finance officer, I served as a disbursing/cash control officer (sort of like running a bank), a personnel officer, and a company commander.
In 2001, I earned a Certificate in Financial Planning from Florida State University, obtaining a 4.0 GPA. After graduating from West Point, I served nearly three years in active duty at Fort Hood, Texas. Serving as a finance officer, I served as a disbursing/cash control officer (sort of like running a bank), a personnel officer, and a company commander.
Services
This is the primary aspect of my business and where I spend 80% of my time. I am not a believer in passive portfolio management. Rather, I believe markets are inefficient with pricing and thus actively manage my investment portfolio. The great majority of my clients choose to own the same securities I own.
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