Yes, I still enjoy working with my financial planning clients and we are still taking on new client relationships. Head over to my Meeting page to get started.

I would be more than happy to learn about your event. Please fill out the Speaker Form and I will get back to you soon.

I would be more than happy to learn about your podcast. Please fill out the Speaker Form and I will get back to you soon.

I have served as an advisor for many companies and am open to seeing if it’s a good fit for the both of us. Please fill out the Contact Form and I will get in touch with you.

I have invested in a number of private companies and am open to doing some due diligence. Please fill out the Contact Form and I will get in touch with you.

Absolutely! If you’re an individual or team in the financial industry looking to grow, you can use my online calendar to book a 60 minute video meeting. My objective is to learn more about your practice and make recommendations on how to reach your business goals.