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"Making Money in a Bear Market"

Investment Advisor Representative, Chief Market Analyst

I came to the Financial Services Industry from a manufacturing background

I have been with JMS Financial Services since 1994 and have been intensively tracking the markets ever since. I developed the technical models that are used in conjunction with the historical models that Mr. Schwartz developed. I currently semi-retired and will fill in for Rick when he is out of the office, and when we have research needs. The models are used to manage client portfolios. As a graduate of Wichita State University with a Bachelors Degree in Math and Engineering, I was on the Dean's Honor Roll and am a past member of Pi Mu Epsilon, the National Honorary Mathematics Fraternity. I come to the Financial Services industry from a manufacturing background. My 30 years in manufacturing includes the following experience:

Operations Management
Marketing Management
Engineering Management

Financial Management
Project Management
Engineer

I am a senior member of the American Production and Inventory Control Society and carry the designation of CPIM--Certified in Production and Inventory Management.

My wife, Jann, and I live in Salina, Kansas. Jann is a graduate of the University of Alaska where she recieved the faculty award of the Most Outstanding Student in her senior class.

Contact Me:

(785) 823-3035 1-800-823-3034 Fax: (785) 823-0784
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Securities offered through a non-affiliated company, NEXT Financial Group, INC Member FINRA / SIPC.
Investment Advisory services are offered through Iron Street Research Inc.

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