Simpli-FI ALPHA

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 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.

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, and testing strategies.

Eventually, after investing our own money through two market cycles, we began managing our parents' investments as well.

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.