As a Financial Advisor and Planner, I specialize in guiding founders to make smart financial decisions, with a focus on sophisticated investing, tax minimization, and advanced financial planning. My clients often consider me their "financial quarterback" or personal CFO, as I help them navigate the unique financial opportunities and challenges they face.As a regular contributor to TechCrunch and Forbes, I explore personal finance topics tailored to founders and entrepreneurs. Some popular articles cover: Preparing Personally for Exits and IPOs, Advanced Tax Planning Strategies, Qualified Small Business Stock (QSBS), Selling Strategies for IPO Stock, Taxes, Real Estate, Financial Planning for Founders, and Investing in Alternative Assets.In 2023, my firm, Keystone Global Partners, was recognized with the prestigious PAM (Private Asset Management) Award for "Best Private Wealth Manager under $5bn" and was a finalist in numerous other categories. Often considered the "Oscars" of the US private asset management industry, the PAM Awards have acknowledged exceptional achievements in the sector for over two decades. I'm proud of our firm's accomplishment, which reflects our commitment to delivering innovative financial solutions for our clients. See the appropriate award disclaimers and an overview of the judging process in the awards section of my LinkedIn Profile.As a dedicated board member of the non-profit Search and Care, I'm passionate about improving the lives of seniors in our community by assisting them with daily tasks and activities.On a lighter note:• I'm an outdoor enthusiast who enjoys skiing, hiking, catch-and-release fly fishing, and biking• A passionate photographer, I've been capturing moments through my lens since high school• I love to cook and experiment with new recipes in the kitchen