When I was 18, I was introduced to the financial markets and hired as a clerk for a large 30-year bond trader at the Chicago Board of Trade.
When I was 21, I attempted to open a restaurant in Boulder, CO. Unfortunately, it never opened and failed before it had a chance to succeed.
When I was 22 I became the youngest futures trader at the Chicago Board of Trade. After 5 years of successful trading, I blew out and left the trading world to pursue a degree in law.
Two years after law school, I started a law firm. After a year of operation, I sold it. Law wasn't for me.
At 31, I started a fitness gym called York Street CrossFit. MY FIRST REAL SUCCESS. It's what taught me how to run a successful business.
In 2013 with the support of my family, I started Forecast Capital Management.
Despite all the ups and downs it has been a journey I wouldn't change for anything. The lessons I have learned are priceless and have taught me the value of hard work and perseverance.
Everyone deserves the opportunity to work with a firm that has their personal interests in mind. Keep these questions in mind when searching for a firm.
- Why do firms price out the majority of the population?
- Why deal with large bureaucratic firms when you can be provided better, more effective services at a lower cost?
- Revenue only brings you so far, firms should focus on the client and their needs.
- Each firm should provide transparency. Trust is all you have in this business.
- Clients want a sustainable edge to meet their future goals. Firms must build portfolios to provide that edge.