Jim Perkins, BSEE, MBA, Fort Collins, Colorado

As a product manager for an enterprise software product, I’m swamped! I have my hands full keeping up with my global customers and a distributed product team on two continents. When I get out of the office, I want to spend time with my three school-aged kids before time runs out on their childhood. I am well-versed in stock and options trading, but I wanted my nest egg and the time to enjoy my family, too. So, my investment goals are straight-forward – safety, growth and simple. That is exactly what Greg has brought my family and me over the years – better growth than my risk accounts have achieved and simplicity!