I'm a devoted champion of, independent wealth management entrepreneurs. My professional passions span business strategy, elegant design, innovative technology, business process engineering, advocacy and communications, demystifying complex issues, and creating extraordinary service experiences.

Personally, I love being on or around the sea, traveling the world, and capturing life's memories. I'm proud of my nonprofit work through the MarketCounsel Foundation and the Invest in Others Charitable Foundation, and as a Team Rubicon Greyshirt and chef for the US Coast Guard Auxiliary.

Most importantly, I'm father of three amazing humans who teach me humility, gratitude and never miss an opportunity to demonstrate life's endless possibilities.