Overview

Greetings! I am a former RIA CEO and Founder that sold my 30 person firm 2 years ago. I love this industry and am looking for other great opportunities to help entrepreneurs, individuals, or teams. I built my firm from the ground up and have worked in consulting, M&A, established an ensemble of tax professionals working alongside financial advisors. I love what I do and would love to connect with passionate and driven folks. Happy to share my experiences, failures, and successes to better our space as a whole.

Please feel free to reach out if any of my history seem additive to your business.

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