A growing number of financial advisors and their clients are investing in alternative investments (real estate, private equity, venture capital, etc.) but lack the time, resources, or knowledge to do so effectively. What if there was a resource to help?That is where I come in. By providing investment research, due diligence, and consulting for independent RIAs and their clients, I help them make more informed decisions when investing in alternatives.My experience as a professional investor, real estate sponsor/operator, and private investor provide me a unique perspective as I have "sat on both sides of the table". This allows me to provide expert advice that takes into account the interests of all involved parties and provide the most useful information possible to clients.Passionate about faith, family, and finance, especially the intersection of the three. When I am not working with investors or advising business clients, I enjoy spending time with my family, living out my Catholic faith, and watching Kansas City sports.
Listed skills include Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, and 14 others.