I began learning about investing at the age of eleven after my father passed away from lung cancer caused by cigarette smoking. I can remember my mother sitting me down and telling me "You need to be the man in the family now, to help me around the house, and to help take care of your brother and little sister."

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I took those responsibilities to heart, which started my journey to adulthood.

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So at the age of 11, I began to read the Business Page of my local newspaper, tried to figure out from the news which companies would be a good investment, and how the news made their stock go up and down in price.

 

As I got older I had some money saved up from mowing neighborhood lawns, so I opened an account at Merrill Lynch.  I made my first stock investment in Advanced Micro Devices, a profitable investment.  With the 1974 Arab oil embargo, I started investing in oil stocks and those became very profitable investments.  

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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 in the old days - Bernard Baruch, Gerald Loeb, John LeFevre, Harry Schultz, and others. Then as I got older, I read about economics, technical analysis, business cycles, and bear markets. This was all a great, pre-college investment foundation.

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I focused my studies on Investing while in college.

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While in college, I bought Southwest Airlines stock after reading the Wright Amendment in the Congressional Record in the my college business library and again, I made another great return. 

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I graduated with a BBA - Finance, summa cum laude and was extremely excited to start working.

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At that time, investment jobs were hard to come by.  Mergers left many outstanding, talented, and knowledgeable financial people unemployed.   I could not find an analyst job, so I took a job with a large retailer headquartered in my hometown, working in their investor relations department. I enjoyed talking with the Wall Street investment analysts that followed the company.  I also was part of a team of people who wrote our company’s quarterly and annual reports to shareholders.

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I ended up working there for 15 years.

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I made a lot of friends at that company and worked my way up the ranks.  Every time I thought of leaving, circumstances allowed me to do new, innovative investment-related work. So I stayed there longer than I  had intended. But finally, I left and worked as an independent financial contractor, until my two daughters graduated from college.  At that point, I made a critical decision.

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I moved my career in the direction of helping individuals, rather than large corporations.

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With my two girls now out of college and living on their own, I began to realize my long-standing desire to be actively involved in directing investments. I went to work for a big investment firm.  After I got my investing license, I started in customer service, answering customer questions.  I was promoted to an investment consultant position in a branch office, consulting directly with the firm’s clients, helping them to maximize their investment portfolios consistent with their risk tolerance and objectives.

 

I left that company after 6 years and joined a different broker-dealer as an independent contractor, an important step along the road to independence.  I now had real freedom in selecting how I invested my client's money.  After a couple more years, that led to leaving to establish my own investment company.

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I founded Holman Wealth Management to be a true fiduciary firm working for my client’s best interests.

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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.  I like assisting them in reaching a better lifestyle, or getting them where they can confidently change jobs, or helping them realize their retirement dreams without undue concerns over money.

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

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

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Well, that’s my story ... I hope it inspires you to want to talk with me about how I can help you.