I help founders, CEOs, and leadership teams build enduring businesses across the wealth management ecosystem.

For more than 26 years, I've advised many of the profession's most successful entrepreneurial firms on the strategic decisions that define their futures—from growth strategy and advisor recruiting to mergers and acquisitions, succession planning, governance, enterprise risk, and crisis management—helping clients navigate the execution of their most consequential strategic initiatives.

I founded MarketCounsel and The Hamburger Law Firm to serve entrepreneurial firms through a highly coordinated combination of strategic counsel, legal guidance, and business advisory services. Today, I work at the intersection of business strategy, law, regulation, and innovation, helping wealth management firms and the innovators serving them navigate complexity, seize opportunity, bring innovative ideas to market, and scale them successfully.

Beyond my professional practice, I'm committed to strengthening the wealth management profession through board service, philanthropy, and industry leadership. I serve on the boards of the Invest in Others Charitable Foundation and the FinServ Foundation and chair the MarketCounsel Foundation.

Outside of work, you'll usually find me on or near the sea, exploring interesting places, or volunteering in support of emergency preparedness and disaster response. Above all, I'm proud to be the father of three remarkable children, who continue to teach me humility, gratitude, and the importance of leading with purpose.