As an financial coach, I work directly with a limited number of high net worth individuals and families.


In my coaching work, we focus on these 3 main areas.

Risk Management

To become a successful investor, you must consistently implement sound risk management principles.

Investing Strategies

Successful investors use well-defined investing strategies that indicate what to buy and why, when to buy as well as when to sell.

Chart Analysis

Effectively reading charts is a critical skill that's required to determine the best possible entry and exit points.

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Book a call to find out if my coaching program is right for you.

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YouTube Symbol Surfing

Watch these videos to learn how Symbol Surfing can increase your trading and investing knowledge and results.