About Me

Why I joined WIC

Learn about what other tools are available. Market research

Ways to contribute to the community

  • Group leader & admin
  • Knowledge on an industry

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Tax saving strategies
  • Estate planning
  • Investment Strategies
  • Financial Planning

Industry Knowledge

  • Energy
  • Banking & Investment

Investment Objectives

Based In

Katy, Texas, United States

Professional Background

  • Entrepreneur
  • Engineer & Tech
  • Finance

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Tax optimization
  • Other

Typical investing time

  • For as long as possible or until I retire

Investment Experience

Successful investment experience

Using Cash Value life insurance for college savings instead of 529.

Failed investment experience

Not caring about finance cost me 10 years of possible investment growth

Other things about myself

None

What I can do on WIC

  1. Check out WIC Directory and connect with other members
  2. Post a new opportunity