The strategies he uses as a Financial Advisor have been created based on his knowledge of decision making processes that he implements in a disciplined, rules-based approach. From the time he was a child, he’s been fascinated by human thinking and even studied the games of world class chess masters to learn how their decision making process led them to victory. At least in part, as a result of his studies, he was awarded the title life master by the United States Chess Federation.
Later, he attended the US Military Academy at West Point and pursued a military career in which he studied classical military decision making and problem solving. After serving our country as a military office, he began his career as an investment advisor with a regional brokerage firm. It was there that he again observed how people’s decision making processes – this time regarding investments – were frequently flawed. He saw firsthand how emotions often got the best of clients and caused them to make sub-optimal decisions. This led him to develop new techniques for helping clients improve their decision making and realize better long-term investment results.
Most recently, De Bono Thinking Systems has certified him to teach both Six Hats Thinking and Lateral Thinking. He has integrated both these methodologies into his practice to create new and better ways to conduct wealth management.
Additionally, he has written numerous articles on investment and financial planning for industry publications including Financial Planning, Registered Representative, Personal Investing, The American Association of Individual Investors Journal, On Wall Street and Disclosures Magazine (the publication of the Virginia CPA Society).
He lives with his family in Midlothian, Virginia.