VITAL STATISTICS
Age: 40.
Where born: Richmond, Calif.
Family: Wife, Debra; one son, John; four daughters, Jenny, Becky, Amy and Angie.
Education: Bachelor of Science degree from Brigham Young University.
Primary products: Manage no-load mutual fund portfolios.
Primary markets: Mostly national, some local.
Number of employees: 9.
PERSONALITY PROFILE
First "real" job: Financial consultant at Foster and Marshall Inc.
Management style: Delegation!
Strategy for success: Selecting the right no-load mutual funds at the right time, in the right market for investors.
A memorable failure: Trying to establish a no-load mutual fund program at a major wire house brokerage firm.
Heroes: Edwards and MaGee, Richard Wyckoff.
Leisure time and hobbies: Scuba diving, travel, sports.
Favorite book and movie: Book, "Panther In the Sky";
Movie, "A Man For All Seasons."