We both started this journey separately but with a similar need: to make the most of our time and resources. Coming from humble beginnings, we both learned the hard way how to handle money effectively.
Life was busy for us, with families growing up too fast and parents heading into retirement without much financial security.
We missed out on a lot of family time, which hit hard. We yearned to pass on our sense of adventure to the next generation, but time and financial constraints were taking their toll.
We found common ground in the values of God, family, hard work, living within our means, and smart investing. Time wasn't on our side, though.
Our investments were growing, but not fast enough to make a substantial difference. We wanted to make sure we could enjoy life with our families while we all had the chance.
So, we rolled up our sleeves and got to work. We dove into the stock market, knowing full well its risks and rewards.
We spent hours studying, building models, testing out different strategies, and learning what it felt like to lose a substantial amount of our own money.
But we didn't give up. Eventually, after honing our practices, our hard work paid off, and after seeing solid results across two market cycles, we felt confident enough to manage our parents' investments, with great success.
Our backgrounds in service taught us the value of helping others and gave us both the nagging conviction to always help when we can.
Once we saw the difference we could make in the lives of our own families, we knew we had to open our doors to anyone looking to make the most of their time and money. That's what we're here for.