Professional Bio

Core Competencies

I am an experienced Senior Structured Investment Strategist and independent business strategist specializing in financial planning.

Trading activities require the ability to choose investments that behave within the predetermined limits of a strategy. With just a few life-changing hours together—one on one—I’ll teach you how to apply a simple, rule-based system to build a successful investment trading plan that stacks the odds in your favor.

Professional Experience

Investment Coach and Advisor

1990 – Present
Naples, FL

I work with executives to create passive income streams that generate meaningful returns by providing real-time feedback and guidance. My goal is to give you a solid understanding of stock options—without overwhelming you—and to deliver coaching that produces results.

As individuals move into executive roles, the need for reliable feedback increases, yet it often becomes harder to find. Give me one hour a week, and I’ll show you a better way.

I spearheaded the development of an effective investment strategy built on tested systems and clear protocols designed to streamline the process and achieve measurable results. This framework uses the Six Sigma DMAIC methodology, a measurement-based strategy that strives for near-perfect quality.

The DMAIC Process

• Define the investment objective and potential problems

• Measure & Verify risk

• Analyze the implementation plan

• Improve your position

• Control the process

This strategy uses probability-based trading with limited investment exposure, tailored to your risk tolerance. It emphasizes trading small positions frequently using readily available information. I’ll give you the tools to target 18%–20% annual returns, trading for duration instead of direction.

Real Estate Investor and Developer

1977 – 2011
General Partner

My real estate career began in 1977 with the acquisition of my first property, which I developed into residential building lots. After completing that initial project, I purchased a second parcel in 1979 and rezoned it to permit a 170-unit condominium project. I served as a general partner in the development, construction, and sale of the units.

Over the following decades, I continued as general partner in 16 single-family residential projects, representing more than 700 lots, and served as managing partner for three commercial developments. I was also a principal in companies that built over 300 single-family homes and 300 condominiums.

In 2000, together with nine other investors, I founded a community bank. I served as a director for 11 years before shifting my primary focus to teaching my investment trading strategy.

Andres Lumber & Supply

1971 – 2003
President

After graduating from Miami University (Oxford, Ohio) in 1971, I became directly involved in managing and growing this family-owned lumber and building materials business. Over the years, I oversaw multiple locations with up to 60 employees and guided the company to a twenty-fold increase in sales and profit.

Rapid growth required expanded facilities. I led the full project management process—from locating and acquiring a new site, to rezoning, designing, constructing, and equipping a new 36,000-square-foot facility on a 5-acre property.

One standout feature was a pioneering “drive-through” lumberyard, among the first of its kind in the country. The new facility opened in December 1979.