At Triple Summit Advisors, we bring our passion for value investing and the practical financial planning strategies that have served us very well personally over time. We help clients at all different stages of life - from those just starting their careers to retirees - with a focus on finance and tech professionals who want their financial lives to be more than just earning and spending.We provide financial planning and investment management for clients because those tools are essential to achieving their personal goals, whatever they may be. We practice what we preach and believe in having skin in the game. We invest alongside our clients and are collectively one of our firm's largest clients.At Triple Summit Advisors, we share strategies, knowledge, and perhaps even a little wisdom that will help our clients gain control of their financial lives, grow wealthier, and sleep more soundly at night.

•Negotiated and closed sales contracts with distributors in Europe, Asia, Central America, and the Middle East.•Negotiated with foreign government officials to establish company operations overseas. •Wrote successful grant applications for funding from the Gates Foundation, USAID, and UKAID. •Supported internal finance and accounting operations.

•Conducted credit analysis and portfolio management for a multi-billion dollar portfolio of investment grade, high-yield, and mezzanine debt. •Completed financings for companies in the materials, forest products, and aerospace industries.

•Selective Service Officer at Joint Forces Headquarters, California Army National Guard.

•Equity research intern conducting industry analysis and channel checks to assist in the development of long and short investment ideas for buy-side clients.

•Trained a 130-soldier Iraqi Army unit while serving as a strategic advisor to senior Iraqi Army officers.•Conducted over 200 combat patrols as part of an 11-person military transition team.

•Led a platoon of 25 U.S. and Korean soldiers responsible for artillery fire direction. •Hand-picked to serve as the aide to a brigadier general.

•Led 7 U.S. and Korean soldiers during multinational field exercises. •Graduated 1st of 128 officers from Field Artillery Officer Basic Course. •Completed U.S. Army Ranger and Airborne schools.