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(More) About Us

Most of our website photos are from our own work or travel. Before the MBA and Series 65, before corporate finance and market trading, we each had been geologists, teachers, child care workers,
non-profit workers, consultants, tree cutters, pizza delivery drivers.


Between the two of us, we’ve lived in Mongolia, Tanzania, South Korea, Australia,
Joliet IL, Duluth MN, Washington DC, St. Louis MO, Houston TX and Conroe TX.

One month in Nepal looking for NGO work. That’s Maria looking dejected in the Himalayas.
Jesse navigating in New Zealand.
We were looking for fruit picking jobs and wound up as ground crew for a tree cutting company in Australia.
A lucrative summer.
Jesse was also a pizza delivery driver in Australia. His greatest challenge was driving on the other side of the road.
Maria taught elementary school in South Korea for a year.
Before we both became financial professionals, we were geology majors because we got to hang outside and do research in kewl places like SE Alaska and the Tetons.
Jesse grew up in Northern Minnesota. We lived there as adults for a year. It was winter for 9 out of 12 months.
Back then, our student loan payments were equal to our monthly rent.
Maria studied in Tanzania for a semester in college where she took this epic shot of Kilimanjaro.
We may be Midwestern at heart but our boys are Texans. Here’s Jesse with our older son on the Gulf Coast.
Jesse’s parents with our firstborn. The two reasons we started this business: for our parents, for our children.