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.

Latest Blog Post

Fintech Can Help You Protect Your Nest Egg

Fintech Can Help You Protect Your Nest Egg

“Fintech” is one of those words that doesn’t have a single definition. Of course, it stands for financial technology. When I say it, you may think of Square and PayPal, or other companies that use tech to help you take care of finance-related activities. These firms...

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Sometimes It Pays to Buy Hated Stocks

Sometimes It Pays to Buy Hated Stocks

David Tepper left Goldman Sachs to found the Appaloosa Management hedge fund in 1993. He still runs it today. He also owns the Carolina Panthers NFL team. Tepper knows how to find value. And he’s a billionaire as a result. My favorite example is the “Tepper Rally” he...

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How to Protect Yourself From the Crashing Dollar

How to Protect Yourself From the Crashing Dollar

Certificates of deposit (CDs) are accounts you can invest in at the bank. If you agree to lock up your money for a certain number of months, you collect a bit more interest than a savings account. In the past, they were a way to earn a decent return on your savings....

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Super Bowls and Investing: 3 Sports Stocks to Buy Now

Super Bowls and Investing: 3 Sports Stocks to Buy Now

Super Bowl 55 kicks off Sunday in Tampa, Florida. So, today we’re talking sports and investing. You can use the Super Bowl, if you want, to assess where the market’s going. The S&P 500 Index was up in 5 of the 6 years that quarterback Tom Brady won. The market was...

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Profit Line is one of my most elite stock advisory services! After five years of "boots on the ground" research, including combing through 25,000 hours of real-time market data, deciphering obscure government legislation and much more, I discovered how to find readers the best picks moments after my proprietary strategy — the profit line — shoots up. This sets you up for multiple triple-digit gains week in and week out! Back tests identified scores of steady triple- and quadruple-digit gains — and now I am bringing these trades to you! To learn more, click here.


Flow Matrix Alert is a revolutionary trading service that lets you grab big gains as quickly and simply as possible. Studies have shown that momentum investing — buying recent stock winners and selling recent losers — generates higher returns than the overall market. And I have generated a system to help you take advantage of it … but you won’t be buying stocks. Instead, I’ll show you how to use a simple “profit accelerator” to magnify your gains exponentially. To learn more, click here.


Smart Profits Daily takes subscribers “behind the scenes” with candid insights on Wall Street’s most important financial headlines — insights that you can use to profit for yourself. You’ll hear from a team of seasoned investment experts six days a week. Best of all, it’s 100% FREE. To learn more, click here.

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Smart Profits Daily takes subscribers “behind the scenes” with candid insights on Wall Street’s most important financial headlines — insights that you can use to profit for yourself.