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I am passionate about:
Finance & business strategy. I have a major side passion in entrepreneurship & digital design. Being able to help businesses and other people grow is what drives me.
A little known fact about me is:
I had a major stutter speech impediment growing up. It was a huge obstacle for me to overcome. I now routinely speak in front of large audiences and when I explain my speech struggles they seem shocked. This is one of my proudest accomplishments.
Show my name on the attendees list for events I am attending:
Finance and Business Operations
BMC Software & Entrepreneur
"Work ethic is the strongest foundation for success."
Keeping this short:
Proud Texan and family man. MBA in Finance with experience in Investment banking & Corporate Strategy. Creative entrepreneur building an independent apparel company. Personal hobbies include fitness, digital design, traveling with my wife, & always learning something new.
My parents main source of information is still very "old school". My Father reads magazines like Barrons & Kiplingers. They also stay up-to-date with the business sections of popular newspapers like Wall Street Journal and the Houston Chronicle (our local paper). I introduced him to Robo-advisors when they began talking about Tax-Loss Harvesting since at this point in their lives the main concern is preservation of capital and offsetting taxes. I noticed the new companies like Betterment and Wealthfront tout their tax loss harvesting capabilities quite a lot.