SkyView is a full service provider representing commercial real estate owners, advising on the sale of Self-Storage and Health Care Real Estate Assets. SkyView’s revolutionary new model is the most salesperson-centric platform in the industry, ensuring elite execution on every transaction through its proprietary 252-point process and modern technology-based platform.

Wealth management, Financial Planning, and Retirement Planning.

With decades of global M&A experience, Benchmark International’s deal teams, working from 13 offices across the world, have assisted hundreds of owners achieve their personal objectives and ensure the continued growth of their businesses. Specialties: Mergers & Acquisitions, Business Development, Venture Capital, Business Planning, Business Strategy, Corporate Finance, Mergers, Private Equity, Management, Investments, Corporate Development, Strategic Partnerships, Negotiation, Strategic Consulting, Market Strategy, Competitive Analysis.

At OMNI I helped to build and lead a talented team of financial professionals. OMNI provides a wide variety of consulting, business assessment, and advanced planning strategies. These services can help business owners take advantage of specialized tax incentives, reduce expenses and improve their bottom line. Built on a tradition of integrity, our firm has developed trusted relationships with hundreds of successful, privately held businesses, for over three decades. Key Services: - Investment Management -Business Assessment and Valuation - Specialized Tax Credits and Tax Incentives - Expense Reduction - Key Employee Recruiting and Retention - Employee Compensation Design - Business Succession Planning - Financial Management - Personal Asset Protection Strategies

Sterling Foundation Management is a leading provider of charitable planning solutions to financial, legal and tax advisors. Among Sterling's core offerings are turn-key private foundation management services and public charity administration. Sterling is also the financial community's most trusted and reliable source for facilitating sales of income interests in Charitable Remainder Trusts (CRTs).As Director of National Accounts, I developed relationships and secured partnerships with industry leading brokerage firms, allowing Sterling to provide services to the advisors and clients of these firms. I was instrumental in leading a national team of wholesalers, also attended and spoke at several top industry events.

As an Independent Financial Advisor, I served business owners and individuals, helping them to make sound financial decisions.

As a Financial Advisor, I served the investment needs of high-net-worth and ultra-high-net-worth clients and business owners.