April 21, 2022
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Mission Accomplished

Four years ago, I decided to create an investment firm to answer the questions my clients had always been asking: 𝗛𝗼𝘄 𝗱𝗼 𝘄𝗲 𝗯𝗲𝗮𝘁 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘄𝗵𝗶𝗹𝗲 𝘁𝗮𝗸𝗶𝗻𝗴 𝗹𝗲𝘀𝘀 𝗿𝗶𝘀𝗸?

Today I celebrate success with my clients and staff who believed in me and my vision for a better investment strategy.

Today, I celebrate the American dream that is not achieved with ease but rather by “burning the boats“ - giving no option but to move forward and conquer the task set before you.

Today, I pause, reflect, and celebrate achieving a goal that very few people have been able to accomplish.


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