Early 40's, Project Manager State Agency in California. Self direct investor for less than a decade. No financial education/employment background whatsoever. Been following the SA site almost daily since opening the brokerage account and building my knowledge base for investing slowly but surely. SA has been an immeasurably valuable tool in my toolbox as far as investing goes and has helped lead me to other resources online and elsewhere. Family member suggested a DGI approach prior to me opening the brokerage account and have found the strategy fits my timeline, personality and goals. Mistakes might provide some of the best lessons but of course I would prefer to skip those classes. Long: ABT AAPL CVS D EMR JNJ KO LEG MAIN MO O OHI ORI PG PSEC SO T TGT UL XOM SCHD
David Sims is the managing member of RidgeHaven Capital LLC. We prefer distressed equities and value investing. The firm was established to manage wealth with an eye on fundamental value, but also an understanding of technical trends and market behavior.
David is a Certified Public Accountant and previously worked as an auditor at a Big 4 accounting firm, SEC Reporting Analyst and financial systems administrator at a small private company.
Find the Sims On Finance Investing Podcast on iTunes, Tune In Radio, and Player FM radio.
Retired for 7 years after 30 years in the Insurance industry (mostly P&C). Basic needs met by SS checks and pension, so looking for additional income to fund RMD upcoming in 2016 and for general indulgences.
I have been an ordained minister for 25 years, but in the last 6 years my life and ministry focus took a different turn. I left full time church ministry to run my own non-profit outreach for at risk young kids (www.nightlifecenter.org) in my town (Sarasota, FL) For the last 8 years i also have focused on becoming a full time Investment Strategist by day, Unconventional pastor by night.