About

My parents are my heroes. A lot of people say that, but for me, it’s true. It’s because of them that I got my start in finance…

My dad’s forte was business. We’d have long discussions about stocks, industries, and different types of investments. I didn’t know how to assess all these things when I was a kid, but thanks to my dad, I eventually learned.

My mom taught me to be a good person and to be empathetic. You can be a top-notch professional in the boardroom or a superstar on Wall Street … but you can still take time to help someone who needs it.

I took my parents’ lessons to heart. I started off by studying accounting as an undergrad, which led to a stint at a Fortune 100 company as senior accountant, controller and internal auditor.

I then earned my MBA from the University of Chicago before starting a decades-long stint as a bankruptcy consultant. Here, I really got my feet wet. I was able to advise companies — even cities — on how to turn around their businesses, all while keeping an empathetic eye out for them. It gave me deep insight into how companies work.

Working in the turnaround world helped me recognize what not to do. It taught me how to think like a insider — because I’ve been a part of those insider company teams.

Now I’m excited to bring my proprietary three-tiered strategy to Banyan Hill Publishing as an insider expert — spending a combined 800 hours a week vetting the very best picks every month. I have an eye for identifying the undervalued companies that are about to make big moves in the stock market. And I’m excited to bring these to my readers.

Latest Blog Post

Turn Junk Into Profits With This Recession-Proof Stock

Turn Junk Into Profits With This Recession-Proof Stock

You’ve heard the media tell you for years that the U.S. is a consumer-driven economy. They’re right. And the U.S. consumer is in trouble today… More than 30 million people filed initial jobless claims in the last six weeks. Today’s real unemployment rate is more than...

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Copy Warren Buffett Today … Make Big Money Tomorrow

Copy Warren Buffett Today … Make Big Money Tomorrow

“We just want to get through the typhoon. … We’re not playing ‘Oh goody, goody, everything’s going to hell, let’s plunge 100% of the reserves [into buying businesses].’” — Charlie Munger, vice chairman of Berkshire Hathaway, to the Wall Street Journal   Munger is...

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Wall Street Forgot 2 Stocks — Profit From Its Mistake

Wall Street Forgot 2 Stocks — Profit From Its Mistake

Sometimes stocks get lost in the shuffle … like discarded clothes in the lost-and-found. The S&P 500 Index is up 24% since March 23. Would you believe that despite that rise, eight companies saw gains of less than 5%? There were a few reasons for this. Some of the...

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The Best 4 Dividend Stocks to Own Right Now

The Best 4 Dividend Stocks to Own Right Now

This market is uncertain. More than it has ever been. We don’t even know when we can go back to work … much less go out to eat. That favors companies with less uncertainty. So, I want to take you through an exercise that both makes sense … and makes you money. My goal...

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