Career Profile

I like to say I’m an technology entrepreneur that fell in love with investing along the way. After building and selling two multi-million dollar technology firms, I made a massive career change so I could follow my true passion and immerse myself in the markets 24/7/365, and yes – 366 on leap years.

I started because I want to be the resource I wish I had when I first started learning how to invest — a resource can take both new and experienced investors alike and show them how to beat the market.

After all, you only live once, right? #chaseyourdreams



2017 - Present
Analyzing Alpha

Created to discuss what works and what doesn’t in markets, investing and valuation using data science.

CEO / Founder

2013 - 2017

Established this successful business to support mid-market organizations achieve their cloud technology objectives. Provide solutions to optimize operational performance across a broad range of areas, with a particular focus on CRM and ERP technologies and implementations.

CEO / Founder

2003 - 2013
Simplify IT

Turned entrepreneurial vision into reality by building a managed services technology company that assisted small and medium-sized businesses in solving their technology challenges.

Skills & Proficiency

Financial Analysis

Business Valuation

Portfolio Management

Behavioral Investing

Financial Modeling