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About me

I’ve spent my entire career in the financial services industry, first as a stockbroker and then as the owner of my own RIA firm built through my authored book "The Coffeehouse Investor - How to Build Wealth, Ignore Wall Street and Get on With Your Life." When I would teach investing classes, as well as pasta-making classes, I discovered that there’s a great cross-over of students who want to learn about both ROTHs and raviolis!