I’m a self-taught investor and financial educator who has spent over a decade cutting through the clutter of the financial world to surface the few critical insights that allow average investors to outperform professional money managers — with less than five hours of effort per year.

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By day I serve as a Physician Associate and lead a team of more than 70 Advanced Practice Providers in emergency medicine. Evidence-based care is our foundation. In the same spirit, I bring that discipline and rigor into investing.

 

During this one-hour presentation, we will:

 

• Establish the financial foundation: emergency savings and debt-repayment strategies.

• Introduce time-tested investing techniques and strategies that have enabled individuals to build wealth multiple times greater than conventional approaches.

• Show you how to design and adjust an investment allocation that reflects your emotional resilience—before, during, and after retirement, in a streamlined, efficient way.

 

Learning these concepts equips participants with tools that have historically helped people retire earlier and accumulate 5× or more the wealth typically seen by following standard financial paths.

 

Presentation length: 1 hour

Cost: $10 per person (including a copy of my book for every attendee)

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To schedule a presentation, please fill out the form below.