I am a financial analyst focused on the analysis of small- and micro-cap securities, as well as a web developer specializing in Ruby on Rails and jQuery frameworks.

I've been building websites since Yahoo!'s Geocities back in 1998 and have been analyzing stocks since 2003. While these fields may seem unrelated, I find them to be two of the most challenging and exciting fields in the world.

Finance: I am a CFA candidate that specializes in helping investors understand micro- and small-cap stocks on both the sell-side and buy-side through detailed objective analysis.

Web Dev: I specialize in the creation of prototype/MVP web applications built atop Ruby on Rails, as well as custom WordPress and PHP/MySQL websites.



Ruby on Rails


2006 - Present

JDK Commerce Inc.

Founder, CEO

Consulting activities include financial writing for About.com's International Investing section, Investopedia's ChartAdvisor series, Mitre Media's ETF/Options coverage, and numerous other publications, as well as sell-side research, writing and web development for TDM Financial.

Project activities include the development of Ruby on Rails web applications like LeadEnabler and other finance, advertising, and consumer-facing applications in numerous verticals.

2005 - 2006

Rapture Capital Inc.

M&A Consultant

Assisted a large e-commerce company in identifying potential M&A opportunities, identified a potential target, facilitated interviews/meetings, and drafted necessary documents.

2003 - 2006


Financial Writer & Web Developer

Worked with clients on numerous PHP/MySQL projects in web development, using frameworks like WordPress, Joomla and Drupal, while designing beautiful front-ends.

Wrote for numerous publications in finance and was one of the original contributors to Investopedia when it began in 2003 before being acquired by Forbes and then IAC/Interactive Corp.

2003 - 2006


Business & Finance

Studied management computer systems, business, finance and Spanish, while assisting in the university's migration to a new CMS.

1999 - 2003

St. Mary Central

Neenah, WI


Financial Writing


Financial Writing


Financial Writing


Web Application


Web Design