About the Founder
For more than twenty years, I built my career leading teams, managing complex operations, and driving large-scale business transformations across operations, construction, and information technology. Throughout that time, I was entrusted with multimillion-dollar budgets, regulatory accountability, and performance outcomes—experience that instilled a disciplined, systems-based approach to decision-making.
While advancing through corporate leadership roles, my interest in financial markets steadily evolved into a serious, long-term pursuit. Over many years, I studied market behavior, technical analysis, trend cycles, and the impact of macroeconomic events—developing, testing, and refining trading strategies alongside a demanding professional career. Over the past three years, I have built and tested hundreds of trading algorithms, using data-driven methods to better understand how markets behave across varying conditions.
“I approach markets the same way I approached large organizations—through structure, discipline, and continuous improvement.”
That journey ultimately led me to pivot fully into finance.
Today, I am the founder of Capital Expansion Strategies LLC, where I focus on delivering market education, financial coaching, and systematic trading tools. My work includes building advanced stock market screeners, technical frameworks, and algorithmic strategies designed to identify high-probability opportunities based on trend alignment, momentum, and market structure. Rather than attempting to predict markets, I emphasize disciplined processes that seek to capitalize on market cycles through consistency and risk-aware execution.
Prior to launching Capital Expansion Strategies, I worked in regulated, client-facing financial services roles. At Fidelity Investments, I served as a Wealth Management Service Specialist, supporting advisory practices and providing personalized service to clients navigating complex financial situations. I also worked as a Financial Representative, helping individuals and families evaluate investment strategies aligned with their long-term objectives. These experiences reinforced the importance of fiduciary responsibility, clear communication, and disciplined decision-making.
While I have held roles as a financial advisor in the past, I am not acting in the capacity of a financial advisor through this website or through Capital Expansion Strategies. The content, tools, and insights provided are educational in nature. In addition, we offer financial coaching, focused on helping individuals better understand markets, personal finance principles, and decision-making frameworks—empowering them to take ownership of their financial choices.
I hold a Master of Business Administration (MBA), a Master’s in Management Information Systems, and a Bachelor’s degree in Computer Science Engineering, along with multiple FINRA certifications, including the Securities Industry Essentials (SIE), Series 7, and Series 66. I remain committed to ongoing learning, innovation, and thoughtful collaboration with others who value disciplined, long-term approaches to financial growth.
Outside of markets, my wife Cleopatra—a longtime healthcare professional—and I enjoy traveling, discovering new restaurants, attending concerts and comedy shows, and spending quality time with family. We’re also active in our community. I’m a lifelong basketball fan (Go Illini! Go Lakers!) and a moderate football fan (Go Steelers!). Since relocating near Austin, Texas, I’ve also embraced the Longhorns and Spurs.
Capital Expansion Strategies was founded on a simple belief: markets reward preparation, discipline, and patience over emotion and speculation. My mission is to help others develop clearer understanding, stronger frameworks, and greater confidence in how they approach both investing and personal finance.