Changing the paradigm in wealth management by implementing a true Fiduciary Standard. Very few or any advisors can beat the markets so charging a client a fee to manage assets results in less money for our clients. Over a 20-year period, our clients will have over 25% more in assets by not being charged a fee. Additionally, we add Alpha (additional returns) by putting a thin hard layer around their assets through our proprietary Carbyne Planning(TM). Carbyne is a thin man-made substance that is 1,000 times stronger than diamond. We utilize life insurance and annuities to protect against risk and generate greater returns for our clients in select areas. According to the best research insurance products significantly outperform bonds and this is where FBO Strategies LLC adds the second area of increased returns to our clients.

FBO Strategies LLC is proud to be a Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors.

I was in charge of all sales and marketing efforts. This included developing relationships with major retailers and catalog companies such as Bed Bath & Beyond, QVC, and Sharper Image. I developed strategic partnerships with non-profits and coordinated our entire PR campaign aimed at travelers and college students.

Account manager on the ad sales team. I worked with such clients as Charles Schwab, Liberty Travel, and Wyndham hotels.