Built by someone who needed it and couldn't find it.

I've spent years earning the licenses this industry demands. Each one felt like an epic battle — the kind that leaves a mark. At some point, those battles stopped feeling like a résumé and started feeling like something else. The word that came to mind was forged. It stayed with me.

I've spent most of my career in wealth management and financial services, in environments where real clients, real money, and real decisions do not wait for a convenient moment. I know what this career actually demands because I've lived it.

I'm also a husband and a father of eight children, ages three to twenty-one. And a few years ago, inside all of that, I decided to pursue my CFA.

Every tool I tried seemed built for someone with clean time, clear focus, and a predictable schedule. That person is not me. I'm not sure that person works in financial services.

At forty-three, I was diagnosed with Inattentive ADHD. It didn't slow me down. It gave me better information. And it pushed me to build the tool I had always needed — the one that didn't exist.

MentorForge is that tool.

I'm going to earn my CFA using it. That is not marketing. It is a public commitment from a real user building and using his own product. After that, the FRM. And from there, we are building toward the serious designations working professionals carry next.