I’m excited to be a part of the William O’Neil Securities family because of the seasoned sales traders I get to work alongside, O’Neil’s solid reputation in the financial world, and the differentiated methodology and robust suite of services.

If you don’t change, you get left behind. As the financial services industry evolves, it’s important to constantly evaluate and innovate. From chart books to PANARAY®, the evolution of the services at O’Neil tells a story.

While most firms follow a strictly fundamental approach, William O’Neil + Co.’s blend of technical and fundamental analysis allows money managers to optimize both entry and exit points.

Call me old-fashioned, but I’m going to pick up the phone to call you. To provide the best service and added value to my clients, I think it’s important to understand your clients’ needs and the services you are offering. The only way to do that is to be diligent.

I hope that you’ll consider me your go-to sales trader. I believe that the most important thing is trust. I’m the type of person who stands behind my convictions.

As cliché as it sounds, time flies. Now that my kids are older, I value the times that we do get to spend together even more. My wife and I have one daughter and twin boys. We recently took a family trip to London, where my son is studying abroad, and to Dublin. We had more fun than I thought was possible!