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My Story

All my life, all I ever wanted to be - was an investor.

It stared at the age of eleven, after my father passed from lung cancer caused by cigarette smoking. I can remember my mother sitting me down and telling me "I needed to be the man in the family now, to help her around the house, and to be responsible for helping her take care of my brother and little sister."

I took that responsibility to heart, which started my journey to adulthood.

One of the habits I took-up at that early age was reading the sports pages and business pages of my local newspaper. I played sports throughout high school and made my first stock investment at the age of nineteen with money saved from my summer jobs of lifeguarding and mowing lawns.

I loved reading about the players, and I loved reading those stock tables.

I tried to figure out which stocks (companies) made the best investment, and why they went up and down in price. It was a challenge trying to figure out some of the proper names of the companies from that brief description in the stock tables.

I knew there must be some secret to making lots of money in stocks.

I began to read investment books by the dozens. Mostly I read books that would recount how the great investors and traders made their fortunes. Then I read about economics, technical analysis, business cycles, and bear markets. This was all great, pre-college foundation.

So, I graduated college with a BBA - Finance summa cum laude and was extremely excited to get to work on Wall Street.

At that time, investment jobs were hard to come by. Too many mergers had left outstanding, talented, experienced people looking for jobs – I tried, but just could not compete, even though I once offered to work for free. So, I took a job in investor relations for a firm headquartered in my hometown. I really enjoyed talking with the Wall Street analysts about what a great investment my company was, as well as writing our company’s quarterly and annual reports to investors.

I ended up working there for 15 years.

I made a lot of friends, worked my way up in the company, and every time I thought of leaving, circumstances allowed me to do new, innovative investment-related work. My next job was also in industry for a different company for another 3-4 years, until my two daughters graduated from high school and started their college careers.  Then came the moment that I was looking forward to.

When that phase of life ended, I made a critical decision to move my career in the direction of helping individuals, rather than large corporations.

I was beginning to realize my long-standing desire to be an investor. I went to work for a broker-dealer ("b/d"), got my investing licenses, worked in customer service, and was promoted to a prestigious branch, consulting with the firm’s clients on how to maximize their investments consistent with their objectives. Then I worked with a different b/d as an independent contractor, a step along the road to independence that I took primarily so I could enjoy more freedom in how I could invest for my clients.

That in-turn led to founding my own company, where I enjoy complete freedom to act in my client’s best interests.

Since the launch of HWM in 2018, my love for investing has led to some remarkable results. I have a passion for helping “regular” people realize the American dream, for assisting them to enjoy a better lifestyle, and for letting them know that they can change jobs or retire without undue concerns over money.

Seeing those dreams come alive is so rewarding for me – I see optimism and hope re-birthed as lives are changed.

I like to explain, educate, encourage, excite, and empower others --- the “5 Es” --- to help them seek the best life has to offer. 

Well, that’s my story … and I’m sticking to it.

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