And Away We Go!!!

Hi and thanks for visiting Financial Recon!  This blog has been years in the making and we are excited that we could launch it in conjunction with our new website and more importantly our 10th anniversary!

Its hard to believe that 10 years ago, we were living in Maryland, my wife was 7 months pregnant with our first child, and the Mid-Atlantic was getting hit with back to back 3 foot snowstorms.  So what better time to start a business?!

As we joke in our family, when we go…we go BIG!!!

To sound like your parents or grandparents…I remember that first weekend I drove through snow drifts, impassable roads just to get to my clients….

Cliché’ yes, but the truth I swear!

So why Financial Recon? What is it going to be about? And with a million (now +1) blogs, why now?

I came up with the title Financial Recon based on my service in the Air Force.  While in the military, I was an Airborne Systems Engineer responsible for troubleshooting and maintaining countless electronic systems that helped provide commanders the information they needed to make decisions.  Simply put, recon put the intel in the decision makers hands…and that’s what my aim is for you here.

My intent is not just to talk about investments, savings strategies, etc…but also practical things we can all do to keep a couple extra dollars in our wallet now and in the future.  So whether it be prepping for a trip to Disney, mental tricks you can use to fool yourself into saving, or getting ready to retire, I want to provide you information that I hope you will find beneficial.

And finally, why now?  Well simply put, there is a lot of misinformation out there and I have grown weary of seeing people who are not qualified to render an opinion doing so.  So I finally decided that I needed to throw my voice into the mix.  I believe there are many ways that an issue can be solved and that through collaboration, the end benefactor is ultimately YOU.

So to understand a little bit about me and where I come from let me share with you the following:

Currently in Cary, NC with my wife, 3 kids, and 2 dogs

I grew up in North Jersey (could see the Skyline from my hometown, to put closeness to NYC in perspective), and like a lot of folks wasn’t really sure what I wanted to do after high school…well after bouncing around for a couple of years, ended up in the service as I mentioned above, and then the financial industry.  After several years in corporate America, I grew tired of the b.s., and then started my own business.  I have learned a lot over the last decade, but am thankful we are where we are today.

Thankfully because of my time in the service I was eligible for the 9/11 GI Bill, which allowed me to pursue higher education from Creighton University in Omaha.  Finally in 2019, I was able to complete my graduate coursework where I gained a background in Investment Management & Financial Analysis as well as Behavioral Finance and Financial Psychology. 

So since this concluded, and I now had some free time, I decided that getting this blog up and going would be a good idea….(Check back in a couple months to see if my wife agrees!)

Outside of work, I am a Giants, and Mets fan, but I mainly get my baseball fix through the Durham Bulls. 

Recently though my daughter introduced me to the NWSL, and the NC Courage women’s professional team and I have to tell you, if you live near one of these teams, I highly recommend it!

Besides sports, I enjoy reading about history and embarrassing my kids with obscure Seinfeld references and 90’s/00’s music.

And finally, before I forget and lose my ability to re-enter my home state  I must make the obligatory mention that I am a big Springsteen fan as well.

Thanks for taking the time to read and learn a little bit what this blog and I am about and I look forward to continuing on the conversation!


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