My background blends small company entrepreneurship with large company settings, with a through line of helping independent financial advisors run more successful, sustainable, and fulfilling businesses. After co-founding an advisor-focused outsourcing and consulting company, I have spent the bulk of my professional life as a business management consultant for advisors and their teams. I am passionate about helping owners plan for a successful future for themselves, their teams, and their businesses.

With a professional history including VP and Director roles at Fidelity, TD Ameritrade, Schwab, and FP Transitions, featuring extensive hands-on collaboration with hundreds of firms, I have deep experience addressing the intersection of people and systems that make the difference at advisory firms of all sizes.

My background includes a BA in psychology, an MBA in Global Executive Leadership, and an MS in Industrial/Organizational psychology. My foreground consists of my wife, daughter, and two small dogs. Outside of work, I am often found en route to tennis lessons and tournaments, and at work I am often begging our dogs to delay their barking until the current Zoom call ends.