I am the owner and founder of WealthTrace, which provides web-based financial planning software to both financial advisors and consumers.. I have over 20 years of experience in the financial markets and I am a Chartered Financial Analyst (CFA). I hold a masters degree in Economics from Miami ...more

I am the owner and founder of WealthTrace, which provides web-based financial planning software to both financial advisors and consumers.. I have over 20 years of experience in the financial markets and I am a Chartered Financial Analyst (CFA). I hold a masters degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University. I began managing money in 1997 when I became a portfolio manager for National City Bank helping to oversee over $10 billion in assets. I managed money for pension funds, 401(k) funds, mutual funds, large companies, and endowment funds. Before starting WealthTrace, I helped build a financial software company where I designed and created software to help portfolio managers and investment professionals analyze and manage portfolios and securities.less