We operate a private equity investment fund through our connections in the family office space. https://www.coloradoohanaventures.com/

Securities offered through Saxony Securities, Inc. (SSI) Member FINRA, SIPC.Working with clients on real estate investment products.

Itinerate is travel planning software for agents, tour operators, and DMCs. It facilitates a more collaborative approach to bespoke trip planning. We perform the due diligence on destination management companies and upload their inventory to allow live price quotes and itinerary edits by travel agents. https://itinerate.com/

Denver Angels is a group of investors committed to finding Colorado's fast-growing companies and providing angel capital.

ABSOI is the family advisory board for SOI. We work to foster education for our members as well as being well-rounded community citizens. We look to have positive family ties and to continue a strong family legacy.

I built positive partnerships with professionals at Private Banks, Bank Trusts, and Family Offices. Coverage included the western half of the US; created additive relationships with clients that was based on strong communication, trust, and a client-first service model.

Worked with institutional investors on the west coast; mainly developed relationships with CIO's and consultants at Fortune 500 companies, DB/DC plan heads, and family offices.

Mutual fund sales consultant for Minnesota.

Sat on the family advisory board for Outrigger Enterprises. Worked mostly to promote family education and strengthen ties to both the community they worked in as well as to each other.

Regional consultant covering Texas advisors generating sales for our separate account platform.

Worked on state investigations.