Privately owned diversified investment holding company specializing in mixed use rental real estate and private credit strategies.

Everything you weren't taught about finance - clear, concise and engaging. We bring the boring stuff to life, because it matters.

Tasked with developing, implementing and evaluating a financial literacy & coaching program from the ground up for a leading community 501(c)(3) non-profit organization. The goal is educating and empowering clients to best manage their finances to achieve and maintain financial self-sufficiency, in some cases for the first time in their lives. This is in accordance with Columbus House's overall mission of fostering individual growth and independence.

Created and maintained industry blog, included in Brightscope's 100 most socially influential advisors list.