I have spent the last 28 years in the investment industry. Thirteen of those years with Dean Witter Reynolds (now Morgan Stanley) working with individual investors, managing a branch, a region and then a country! The last 15 years I have worked for Wessels, Arnold and Henderson (WAH) and ThinkEquity Partners (TEP). I was a senior partner at both firms, in charge of International Sales. I advised European accounts in London, Zurich, Paris and Geneva on their US stock investments. I traveled and advised over 200 growth companies, worked with over 100 professional portfolio managers and 150 world-class research analysts. I'm an expert in growth investing as well as growth and income investing.

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•  Professional since 1979
•   Dean Witter: 13 years, from Broker to Branch Office Manager to Regional Manager to President and CEO DWR: Canada
• 15 years, partner, investment banking-research boutiques: Wessels, Arnold and Henderson to ThinkEquity Partners
• Advised directly over 1,000 individual investors
• Supervised over 1,200 brokers in Midwest region
• Met and discussed with over 5,000 individual investors
• Worked very closely with over 150 research analysts and over 100 professional portfolio managers
• Worked with, traveled and advised over 200 publicly traded companies, i.e. Cisco Systems, Medtronic, Costco, VeriSign, etc
• Author of:
  • Stop Losing Money Today: The Art and Science of Investing
  • Stop Losing Money Today: Investor Workbook
  • Baby Boomer Investing: Where do We Go From Here?
• 3 distinctive coaching programs available to choose from
• 3 informative public speeches