Austin, TX, US


  • CEO and Chairman Of The Board @ Financial Gravity
  • Executive Chairman @ Applied Behavioral Finance, Inc
  • Executive Chairman @ Sofos Investments, Inc.
  • Board Member @ Financial Gravity
  • Board Member @ Tax Master Network
  • Book Author @ The 10X Financial Advisor
  • Founder @ FA Mentor
  • CEO, Chairman of the Board and Co-Founder @ EQIS
  • CEO, Financial Advisor and Sales Manager @ Financial Services
  • Sales Trainer (PDP Coordinator ) @ Merrill Lynch


  • Cornell University

    Graduate Certificate in Conflict Resolution

  • Quantic School of Business and Technology

    Master of Business Administration

  • San Diego State University-California State University

    Bachelor's degree (Business Economics)

  • College for Financial Planning

    Graduate Certificate (Retirement Planning)


  • Mutual Funds
  • Alternative Investments
  • Investment Strategies
  • Asset Management
  • Asset Allocation
  • Investments
  • Wealth Management
  • Series 7
  • Investment Advisory
  • Portfolio Management

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