Expert Guidance
Meet Your Workshop Instructors
Our team of experienced investors and coaches are dedicated to helping you achieve financial freedom through Rule #1 principles.
Lead Instructor
Phil Town
Phil Town is a 3x New York Times best-selling author, former Grand Canyon river guide, and self-made millionaire. After learning to invest from a billionaire mentor, Phil has dedicated his life to teaching everyday people how to invest like the world's greatest investors. His Rule #1 strategy has helped thousands achieve financial freedom.
Workshop Coaching Team
Each instructor has personally applied Rule #1 principles to transform their own financial lives.
Austin Bowen
Senior Investment Analyst
Austin served in the U.S. Air Force's elite special operations before discovering Rule #1 Investing. He has spoken to over 40,000 students about the principles of value investing and helps people transform their financial futures.
Jamaal Hopson
Investment Coach
A former Military Intelligence Analyst, Jamaal now focuses on empowering people from all walks of life to pursue financial independence through smart, principled investing.
Karin Ulik
Investment Coach
Karin is a life coach who retired from corporate CPG work to manage her family's finances full-time. She specializes in helping busy parents achieve work-life balance while building wealth.
Kevin Smith
Investment Coach
Kevin began his Rule #1 journey with just $811 and now manages a seven-figure hedge fund. He left corporate America to teach others how to achieve the same financial freedom.
Nina Jean Guilford
Investment Coach
A Registered Nurse who transitioned from healthcare to financial education, Nina is passionate about helping people achieve financial health alongside physical health.
Andy Hariton
Chief Compliance Officer
Andy is a CPA and former Tax Director who left corporate retail to teach investing full-time. He serves as Rule #1's Chief Compliance Officer, ensuring excellence in all programs.
Rick Horton
Investment Coach
A 28-year Army veteran and retired Louisiana State Police investigator, Rick is focused on building generational wealth and teaching others to do the same through Rule #1 principles.
Richard Kapiloff
Investment Coach
An Atlanta-based educator and entrepreneur, Richard manages investments for other investors and oversees 400+ workshop volunteers. His passion is making investing accessible to everyone.
What Our Instructors Teach
The Four Ms of Investing
Learn to identify wonderful companies using Meaning, Moat, Management, and Margin of Safety.
Stock Valuation
Master the art of calculating what a business is truly worth using proven formulas.
Market Timing
Understand when to buy and sell using technical indicators and market psychology.
Portfolio Management
Build and manage a concentrated portfolio of wonderful businesses bought at attractive prices.
Learn From Our Expert Team
Join our next workshop and get hands-on guidance from Phil Town and his coaching team.