About Us

For over 20 years, Mom has been a licensed stockbroker, investment advisor, and expert options trader — with a proven track record and a passion for teaching. From her time at Charles Schwab to guiding private clients, she built her career not just on success, but on empowering others to achieve financial freedom.

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She passed that knowledge on to her three daughters — each bringing her own unique strengths to the team. What began as family lessons in reading charts and mastering options has grown into a full business built on expertise, mentorship, and real-life results.

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• One daughter left her corporate executive role to pursue trading full time while raising two children.

• Another brings energy and organization to operations, helping streamline the business and keep members connected.

• The youngest contributes fresh perspective, creativity, and a passion for community-building.

 

Together, they’ve created a thriving mother-daughter trading team — teaching traders of all levels how to trade with confidence, clarity, and control. With precision, heart, and lived experience, they make trading approachable while showing what’s possible with the right guidance.

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They’re more than a trading team — they’re living proof that anyone, with the right support, can rewrite their future. And nothing excites them more than watching their members do the same.