About

Mr. McCaghren has 12 years of experience with Gar Wood Securities, LLC, Clearpoint Capital Management, LLC and Safe Harbor Fiduciary. In these positions, Mr. McCaghren was licensed as a registered representative and investment adviser representative, and was responsible for advising brokerage and managing customer accounts on a discretionary and non-discretionary basis. Mr. McCaghren has been a principal of Safe Harbor Fiduciary for the past eight years, and is primarily responsible for the discretionary management of over $100 million in separately managed customer accounts.

Mr. Marshall has over 35 years of financial industry experience, becoming licensed and starting at Paine Webber in 1989. Mr. Marshall worked at Merrill Lynch for over 10 years, as well as the Regional Brokerage firm Morgan Keegan / Raymond James. For the last 11 years, Mr. Marshall has been an investment instructor and teaching coach for Simpler Trading. Mr. Marshall was one of the founding members and helped to launch Simpler Trading, which provides teaching and educational services for clients that wish to learn how to trade Options, Futures as well as Equities.