My professional journey began in insurance claims after serving in the military. I spent three years at The Hartford and later joined Kemper Insurance in 2005.

Over five years, I handled everything from minor liability to complex injury cases. A defining moment came when a colleague’s sudden medical leave left a critical gap in our Total Loss Unit. I stepped into that role with zero onboarding and a massive caseload. I didn’t just survive; I adapted my workflow to match the pace of a 17-year veteran.

The Lesson: When challenges arise, you don’t run from them—you run toward them. Whether investigating a claim or negotiating a settlement, I learned that documented facts are the ultimate leverage.

Here’s a guide I wrote to help you - How to Handle a Total Loss Vehicle.

While I understood insurance, I wanted to understand the technology that powered it. I went back to college, earned my degree in IT, and worked my way up from a Workstation Engineer for a Microsoft Solution Provider to a Network Administrator for a nationwide bank (CIBC).

Managing complex networks taught me critical troubleshooting skills:

• How to isolate variables.

• How to read server logs.

• How to identify the "root cause" of a system failure.

These skills are now the backbone of my Legal Analysis and Trading Strategies.

Between IT and Claims, I developed a unique combination of skills: Troubleshooting + Investigation.

• From IT: I learned to break complex problems into binary components.

• From Claims: I learned to ask the right questions and demand evidence.

Today, I apply this hybrid mindset to everything I do. I treat every project—whether it's auditing a legal file for critical discrepancies or analyzing market trends—as an investigation. I look past the surface narrative to find the raw data.

High-Stakes System Tests Before applying my investigative mindset to the legal system, I spent decades stress-testing my "Audit the Process" philosophy in two of the most volatile environments on earth: the capital markets and digital social algorithms.

The 2% Strategy: I didn't just study market data; I traded it. During the early 2000s, I managed my own capital at my desk during lunch hours, doubling my money annually for four consecutive years. Nothin much, just my tax return each year. But what I learned was huge for me. I even placed in the Top 2% of the CNBC Portfolio Challenge within just ten weeks. I started to think that I should write down this recipe for swing trading so that others don't need to go through all the trial and error that I did, so the thought for WatchingCharts.com was born.

I'll likely need 10-20K to build an APP for WC, so that project is just sitting ATM. But the info and strategies I wrote about are still golden. I even have all the parameters and variables ready for building the APP, but I need to pause that project for now.

Decades later, during the 2020 COVID crash, I applied these same "WatchingCharts" protocols to rescue a family retirement account that had plummeted to $215K, rebuilding it to over $290K (in a year) through disciplined swing trading. I don't listen to market hype; I audit the momentum.

Review the Trading System →

The Results-for-Money Audit: To move out of the "Time-for-Money" economy, I knew I needed to master the mechanics of digital attention. I approached Instagram not as a user, but as a system architect. I hired a mentor, bought the tools, and treated the algorithm like a server log to see if it followed a predictable protocol. I grew a travel brand from 0 to 186,000 followers in 11 months without using spam tactics or borrowed audiences. Once I validated the framework, I walked away. I didn't need the fame; I wanted the Systems Intelligence required to solve high-value problems in the digital space.

Check Out My Social Media Strategies →

I didn't just learn from books; I sought out mentors.

It was John Childers who taught me that there are actually four distinct financial economies, and that most people ignore three of them:

1. Time‑for‑Money: (Employment – Highest tax, capped hours).

2. Assets‑for‑Money: (Investments/Real Estate).

3. Results‑for‑Money: (High-value problem solving/Royalties).

4. People‑for‑Money: (Building teams and systems).

My goal was to move out of the first economy and into the others.

Later, I had a private dinner with business strategist Myron Golden, who refined my understanding of value. He told me: "Your job isn't meant to pay you what you're worth. It's meant to pay what the job is worth. The only person who will pay you what your worth is you."

That conversation shifted my focus. I stopped looking for a "better job" and started building better systems—in trading, in digital media, and in life.

In 2021, I acted as the Managing Director and Principal Analyst for a technical infrastructure project involving high-performance ASIC hardware. While I held the executive responsibility for the LLC alongside a business partner, my focus was on the 'guts' of the operation—designing the hardware deployment and mapping out the data flows.

I worked with the legal team at KKO Lawyers to translate our operational needs into the structural blueprint shown here. The design integrated operational LLCs, asset-protection entities, and Revocable Living Trusts to create a secure legal and financial 'moat.'

When a 2022 market audit revealed that external variables—specifically energy-to-output ratios—no longer met our risk thresholds, we made the disciplined decision to fold the business and preserve capital. This experience was a masterclass in infrastructure design and the absolute necessity of making hard, data-backed pivots when the 'logs' no longer support the mission.

Do you like the "cheesy" 70's stash in the middle? Yeah, like straight out of a corn movie. I'll grow a beard and shave it all yearly just for the sake of change. - See that armbar? Wrong arm and/or I needed to switch sides but didn't. - In order to be an expert, we all have to start as amateurs. That was his black belt test in 2020.