I’m just a guy.
I’m not a financial planner, financial advisor, investment advisor, tax planner, accountant, or attorney. I hold no licenses, certifications, or professional designations in any of these categories.
But I have had a life-long interest in personal finance and investing.
I hold a BA in economics and political science and an MBA with a concentration in finance. My professional career started in 1997 and has been in corporate finance and real estate. I currently work in corporate real estate. I hold a real estate broker’s license from the state of Texas.
Regardless of all of that, I want to share our journey in personal finance together. There’s so much to know and so much to learn and so many different circumstances to think about. It’s fun and complex and fulfilling.