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 "Introduction to Value Investing"
January 23, 24, 26 2023. 7:30 pm to 9:00 pm CST via Zoom.  $219. Click here.
  "Fascinating. And so much fun to learn new things. Thank you for the energy boost!"

"Understanding Options"
February 27, 28, 2023. 7:30 pm to 9:00 pm CST via Zoom. $209. Click here.

Our Mission: Teach Others as We Were Taught


Because we had the unusual opportunity to be personally mentored by one of Wall Street's most successful value investors, we teach as we ourselves were taught.

We are not licensed financial advisors, and we are not selling any financial products. We teach you new methods to make investing more interesting and help you get better results.


Our Services

Our Vision: A World Where Everyone Understands and Enjoys Stock Investing.

What We Do: We teach workshops and offer ongoing coaching about stock market investing.

Learn low-risk and low-cost methods to get started and how to pick quality companies at a fair price.

Most people have been taught to fear stock options.We, we KNOW people can use options wisely if someone simply  shows them how.

Monthly Connection Meetings

Meet online with your Valets and others in regular live group discussion for fun, energy, and shared learning. 

1:1 Coaching

Your Valet will be there for you. If you need 1:1 teaching or a little extra help, just let us know.

Link with Others

Get energy by learning something new, meeting other like-minded investors, and have your own success. We meet regularly to share ideas and learning along the way.

What Others Say...

"I start tired and I leave wired - super interesting and you both make everything so much easier and enjoyable"

Workshop Attendee


What We Know For Sure

We know people can have fun investing in stocks. We know that people can successfully learn new skills and meet like-minded investors for connection and better results.


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