I am passionate about progress. Progression comes from learning – both from others and from our own mistakes. As an investor and advisor, I have made many mistakes and seen countless others make mistakes. I created The Emotional Investor to help others understand why we make those mistakes and learn correct perceptions so we can improve our future decisions.
To help advisors increase their value and coach their clients to make better financial decisions, I founded The Behavioral Finance Network and have created several behavioral applications for their business. In addition to speaking across the globe on the topic of investor behavior, I have published several articles in industry journals and wrote the Amazon best seller, The Emotional Investor: How Biases Influence Our Investment Decisions…and what you can do about it.
Originally from California, I now live in the Twin Cities of Minnesota. I enjoy the change of seasons – the bitter cold and the warm sun…always something to look forward to. My family consists of my wife Lonni, daughter Janie, son Aaron and my British Lab, Willis.
Academically, I obtained a Bachelor of Science in Finance from San Jose State University and a Master of Science in Applied Economics from the University of Minnesota.
Will it Matter in 100 Years?