Joey’s trading and investment acumen comes from his 20+ years of involvement in the investment industry. Joey’s list of accomplishments are vast including published author, economics and investing keynote speaker, general partner on over 50 real estate assets, options trader and educator, fund manager and due diligence officer. He can be found most of the time traveling to meet personally with his clients in over 40 states, on speaking engagements, and viewing prospective investments while on due diligence trips throughout the country. Joey’s strong fiscally conservative views drive his investment compass. He is a big proponent of group education events and training events. which he participates in frequently. Joey carries his series 22, 63 & 65 securities licenses.

Joey lives in New Braunfels, Texas with his wife Kristen and their four children. In his free time, he enjoys spending time with family as well as fishing throughout Alaska and participating in the equestrian sport of Reining.

Justin has been an entrepreneur and business leader for more than 20 years.  Growing up in a Pacific Northwest farming community he began working at a young age. Over the next 20 years he would start, operate and sell numerous businesses in a multitude of industries. Justin is incredibly passionate about helping clients protect and grow what they have worked so hard to earn. As a long time business professional he knows what goes into building a nest egg.  His deep rooted business fundamentals and conservative views help him to achieve these goals for clients.  His boots on the ground experience and business from the ground up background have instilled in him a view of the world that brings tremendous value to our portfolio management process. Justin carries his series 7 & 66 securities licenses.

Justin, his wife Rochele and their two sons live in Rochele’s home town of Henderson, Nevada. Justin is an active member with multiple animal rights and rescue organizations. He enjoys spending his free time as a private pilot traveling with friends, on offroad motorcycle adventures with clients and spending time with family at their Utah Ranch.

Connor is an Oregon native, avid sports fan and can be found out hiking and camping the Oregon backcountry when not in the office. He holds a degree in philosophy and general social sciences with a concentration in applied business and economics from the University of Oregon. Connor is a longtime student of economics and its sociological effects. He is an avid reader of financial market and system theory as well as philosophy.

Lily is a native Nevadan who has a 15 year background in legal administration, client services and file preparation. She has a passion for real estate market holdings and alternative investment portfolio administration. She is an animal lover who loves spending her time outside the office with her two big dogs, Kiba and Goliath.