Through my over 25 years in leadership roles in the Financial Services industry, I am able to bring a unique and extensive experience to my clients. During my career I have been on both sides of the table as both clearing and introducing firms, as well as roles various leadership and client service roles within Registered Investment Advisers (RIA).My experience ranges from clearing services, vendor negotiations, technology selection, system conversions, data center re-locations, acquisition due diligence and integrations, correspondent conversions, recruiting and expansion, and process re-engineering. I enjoy using these skills to help my clients decide what’s next. Outside of work, I try to spend time with my family as much as possible. I am passionate about my faith and the outdoors. I am also an active board member of Love Like That, Inc., a non-profit servicing the counseling needs of couples.
Listed skills include Management, Financial Services, Leadership, Vendor Management, and 36 others.