I have almost 30 years of experience as a financial advisor and entrepreneur with a passion for helping people better manage their investments and optimize their financial wellness. Over the past 3 decades, I have co-founded and served as CEO for two Financial Services firms. First for The Retirement Planning Group, a Registered Investment Advisory firm that we grew from startup in 2004 to manage over $1Billion in client accounts at the time of my exit in 2021.In 2013 I co-founded and led blooom, a fintech Series B venture backed company that built an automated, algorithm driven do-it-for-you service for managing 401k/403b/TSP accounts. After growing blooom to serve over 20,000 clients and $5Billion in client accounts, blooom was acquired by Morgan Stanley in 2022. As an Executive Director at Morgan Stanley, I led the integration and expansion of the blooom technology for eventually millions of employees and employers across the country.In May 2024 I launched my 3rd Financial Services firm - Curtis Capital Advisors, named after my Dad who passed away in 2012. Curtis Capital Advisors is a boutique investment advisory firm dedicated to serving a select limited clientele of friends, family, and professional associates.