Professional Summary
Principal Bootstrap Capital LLC: 2010 - Present
Senior Director Logistics, Gap Inc.: 1993 - 2009
Engineer, Cummins Technical Research Center: 1992 - 1993
Certifications
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planners Board of Standards, Inc., License 166913
Series 65 License
FINRA
Certified Financial Planners Board of Standards, Inc., License 166913
Series 65 License
FINRA
Education
University of California, Berkeley
Certificate of Financial Planning: 2008 - 2011
Virginia Polytechnic Institute and State University
Master of Science in Mechanical Engineering: 1990 - 1992
Virginia Polytechnic Institute and State University
Bachelor of Science in Mechanical Engineering: 1986 - 1990
Certificate of Financial Planning: 2008 - 2011
Virginia Polytechnic Institute and State University
Master of Science in Mechanical Engineering: 1990 - 1992
Virginia Polytechnic Institute and State University
Bachelor of Science in Mechanical Engineering: 1986 - 1990
Articles of interest:
Forbes: "If You Can't Picture Retirement, Bring Savings Goals Closer"
Nasdaq.com: "Go Ahead and Buy That Stock"
The Christian Science Monitor: "Stocks are Back to Normal: Bumpy"
Investors Business Daily: "Want To Skip Your Retirement 401(k)? Novices Beware"
The Christian Science Monitor: "So You Want to be a Millionaire: Save, Save, Save"
The Christian Science Monitor: "College savings: a trick to get more out of your 529 plan"
Forbes: "If You Can't Picture Retirement, Bring Savings Goals Closer"
Nasdaq.com: "Go Ahead and Buy That Stock"
The Christian Science Monitor: "Stocks are Back to Normal: Bumpy"
Investors Business Daily: "Want To Skip Your Retirement 401(k)? Novices Beware"
The Christian Science Monitor: "So You Want to be a Millionaire: Save, Save, Save"
The Christian Science Monitor: "College savings: a trick to get more out of your 529 plan"
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