Hello. My name is Tucker Holt and I am a financial consultant for Middleburg Investment Services in Warrenton, Virginia. I did not start this career path in high school or college. In fact, I graduated from Florida State University in 2012 with a degree in Professional Golf Management. While my undergraduate degree armed me with business principles, it taught me nothing about the financial world. While pursuing higher education helped me understand a little more about balance sheets and accounting principles, my MBA from Mary Washington really just scratched the surface. Everything I know about the industry I had to learn on the fly and had to learn fast. It’s these experiences as well as client conversations that has led me to believe there is a need for simplification of the financial world. While navigating this blog you will see menu sections for “Beginner”, “Intermediate” and “Advanced”. These will help guide you through your learning process, as you build an understanding for different financial products. Additionally, there is a tab for “Current Events” to try to simplify what is going on in the world to how it could affect your investments.
If you are interested in my approach or feel that you need help managing your investments please feel free to contact me. There is a contact form on the “Schedule a Consultation” to send any of your thoughts too. Additionally, please feel free to check out the Guided Wealth Portfolios link. This tool can help you as investor understand your accounts and some advice on how to optimize your investment plan.