FOUNDER OF THE EMOTIONAL INVESTOR
I believe the best advisors do more than manage money. They manage behavior.
After years of working as an advisor, I saw how often emotions, overconfidence, and short-term thinking derailed smart financial plans. It wasn’t a lack of knowledge that hurt investors. It was a lack of discipline.
That realization shaped my mission: to help financial professionals understand, communicate, and coach financial behavior more effectively.
An online training program
that helps advisors turn
behavioral finance theory into
real-world coaching
strategies that build trust and
conviction.
A coaching community
designed to help advisors
deepen their behavioral skills,
improve communication, and
strengthen client
relationships.
knowledge is only valuable when it is applied.
I have more than 20 years of experience as an advisor, speaker, and educator. I’ve authored three books on investor behavior and have spoken internationally on how emotions influence decision-making.
I hold a Bachelor of Science in Finance from San Jose State University and a Master of Science inApplied Economics from the University of Minnesota
