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 an insider — because I’ve been a part of those insider company teams.

Now I’m bringing my two proprietary trading strategies — Profit Line and Flow Matrix Alert — to Banyan Hill Publishing as an insider expert. My team and I spend a combined 800 hours a week vetting the very best picks every month. And I’m excited to bring these picks to my readers so that they can reap the profits.