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 …

March Madness Lives Up To It’s Name

We wanted to have a little friendly competition this year for March Madness. Wow, the last few weeks have really lived up to its name with plenty of upsets and impressive runs by lower-seeded teams. Congratulations to Chris Johnson for snagging the number one spot in this year’s March Madness Bracket. His winnings?! A beer, steak, and this awesome fake …

The 1% Rule: How to Fall in Love With the Process and Achieve Your Wildest Dreams

As someone who loves to read, I recently finished “The 1% Rule: How to Fall in Love With the Process and Achieve Your Wildest Dreams” by Tommy Baker. This is a great read on how we live in a world that only shows each other our highlight reel. We are led to believe success is right around the corner. “The …

Investing Can Be Scary

It’s a good thing this investor isn’t easily scared. #EnjoyTheRide

It’s Not Considered Work If You Love Doing It

Always taking care of my clients!

Family Time

The Wealthy Gardener: Life Lessons on Prosperity

Went For My Morning Run