I was born and raised in New Jersey until moving to South Florida in 1999. I graduated from Trenton State College with a degree in Chemistry. I subsequently began in 1992 my fascination with finance by working for Princeton Securities/Bear Stearns as an account executive focusing on small capitalization stocks and rigorous fundamental analysis. I spent 11 years in this capacity and as I progressed, I continued to sharpen my analytical capabilities and refine my formula for a long term investment success. Visiting companies, meeting with CEO’s, exhaustive reading of company SEC filings and an appreciation for global financial interconnectivity and its effects with US investments were all a part of my skill set I mastered during this time. I developed an enduring client base which had as its core, the concept of friendship and unwavering ethics. Meeting my customers across the whole country was a regular activity of mine that gave me a deeper understanding of their goals and psyche. Having a true assessment of a person’s psychological disposition is critical to successfully implementing a long term investment plan.

I then, in 2003, sensing an opportunity in Agricultural commodities as a place to broaden my investment landscape, went on to work with Roach Ag Marketing as an Ag Marketing Consultant. Once again, the emphasis on making a very personal contact with my customers by numerous visits and seminars continued to be the constant throughout my tenure. I was able to apply and adapt my knowledge from my stock career to create a more robust and comprehensive approach toward helping farmers market their crops and protect their inventory.