Disciplined Wealth Management - DWM

Career Highlights

• In 1989, began career with Schield Management Company as the tactical research assistant to the company president.

• In 1989, completed due diligence research that aided the launch of one of the first Tactical Sector Rotation Programs in the nation = SMC Sector Growth Strategy.

• In 1990, co-managed what was the #1 aggressive growth mutual fund in the nation, according to Lipper Analytical Services = Schield Aggressive Growth.

• In 1994, completed due diligence research that aided the launch of the Fund Allocation Tactical Rotation Programs.

• In 1995, successfully passed the series 6 becoming a Registered Representative of Schield Securities, Inc.

• In 1996, received his Certified Fund Specialist designation from the Institute of Business and Finance.

• In 2001, completed due diligence research that aided the launch of the VISION Retirement Solutions Programs = Retirement Program managing 401k assets with Nationwide.

• In 2005, successfully passed the Series 65 (at which point the series 6 was no longer necessary) and then chose to establish Disciplined Wealth Management LLC, to provide investment advice to individuals and businesses.