Chief Executive Officer
CurrentAt Model FA, we are on a mission to change the way financial advisors do business. Our team helps entrepreneurial financial advisors get in front of more clients, focus on growth in every area of their business, and reach the next level of scale — without sacrificing their quality of life.In my role as President of Model FA, I lead a talented and remarkable team as they empower advisors across the US. Whether we work on branding, offer design, pricing structure, staffing, or sales, our goal is to help each advisor build the practice they envision — and positively impact more lives.My impact:● Recognizing that we are better together, I guided FAA through a merger with Model FA undera shared vision: To give growth-oriented financial advisors the best resources and toolsavailable in the industry, and to create one dynamic company that is more impactful than thesum of its parts.