Meet Our Team!

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Personal Trainer, B.S. Kinesiology

Health and Fitness Stock Expert

I grew up around stocks as my grandfather would talk about frequently. He made some excellent investments in his lifetime and always bestowed financial wisdom upon me.

After graduating from Texas Tech University and working as a personal trainer for a couple years I began devoting 20 hours almost every week the past couple years to learning about the ebbs and flows of the stock market.


My awareness of the market and experience in financial literacy has been enhanced through reading several books like Rich Dad Poor Dad, Cashflow Quadrant, and Money Mastering The Game.


Listening to podcasts and diving into stock picks from other professionals and analysts has proven to be fruitful for my understanding of trading and trends.


I am up 90% this year after buying into Pinterest, Tesla, Nio, and Apple, and Peloton! I hope to double this percentage along with you going into 2021! The markets can be a wild ride, but we want to help you tame the beast, save you time, and make you money!


Kerrville TX

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Mechanical Engineer

Professional Stock Market Trader


I grew up in the rural hill country and was introduced to the world of finance at an early age. I remember going to school feeling the anxiety of my parents being in debt. For me I was so uncertain and helpless to support my parents. My parents fought over debt and struggled with finances. 


Fast forward to college where I started to take on more debt for my engineering degree. Subconsciously, I was doing the same thing my parents had done. Go to school, get a job, get into debt and pay taxes. 


As I finished my engineering degree at Abilene Christian University, my dad, handed me a book. “Rich Dad Poor Dad” by Robert Kiyosaki.

It absolutely changed my mindset. From there I started learning about the stock market, real estate and business and how it can change my world financially.

After six years of trading, I have enjoyed wins and mourned losses through the trading. I am endlessly searching for opportunity and getting the highest reward with the least risk.

My dream is to help others with picking stocks that will make money in the long term! I want to be able to give price targets for companies and reliably reach those.


Welcome to OptiFinancial. We hope to give you some help along the way!


Dallas TX

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