We specialize in residential and commercial real estate on the buy and sell side.

Spearheaded the establishment of financial service company, providing individuals with investment management for their Employee Retirement Plan. Managed all facets of operations, sales, marketing, and client relations for B2B, website and direct-to-consumer marketing. Created models for active and tactical management of mutual funds across every type of Employee Retirement Plan, including 401(k), 403(b), and 457 Conceived a unique financial e-commerce concept; hired and directed firm to develop company website  Initiated and managed sales plan/marketing initiatives/ PR campaigns tailored to three different markets (individuals, corporations, and investment plan advisors)Organizational Impact | Contributions: Developed a rules-based methodology of research and analysis to identify the best mutual funds within a given plan (Employee Retirement Plans include Fidelity, John Hancock, Hartford Principle, Lincoln, Transamerica, etc.)  Generated 10% average annual return under volatile market conditions Implemented e-commerce strategy bringing website within top 5 spots of first page search  Expertise in regulatory compliancy, overseeing ERISA Regulation and PPA Guidelines; oversight of all fiduciary responsibilities Managed 300 plus individual accounts

Value buying, selling and managing of commercial real estate investment property along with lease negotiation and buy - sell negotiations and can help navigate the 1031 exchange process..We Conduct all communication and negotiation between owners, realtors, and attorneys through transaction completionWe have expertise in negotiation of realtor commissions, leases, and buy - sell contractsKnow-how identifying best of breed real estate agents, specializing in specific field/ industry Experience searching and identifying site locationsProperty Management expertiseManaging a $30,000,000 Real Estate Portfolio Restaurant Consulting:We offer a total solution for: Site location, lease negotiation, hiring, training, menu development, inventory and cash management control, kitchen facilities designWe have over 31 years of experience in the industry

MÊTIS Investment Strategies, an ERISA Section 3(38) Fiduciary Investment Manager providing financial services for Retirement Plan Sponsors and Individual Clients.  Developed five proprietary active/tactical managed, age based ETF Models, based on extensive statistical and fundamental research for buy and sell decisions, as well as disciplined risk management to contain losses Create and manage company’s five service pillars: fiduciary liability, investment advice, price, performance, serviceOrganizational Impact | Contributions: Fluent with all aspects of ETFs, stocks, individual bonds and mutual funds Provide Estate Planning, insurance and long term strategic planning for HNW clients for personal and business solutions Identified industry’s top Plan Providers for Plan Sponsor implementation to benefit employees Developed Suite of Services assisting employers in management of all aspects of their Employee Retirement Plan, including: cost reduction, service improvement, protection from regulatory violations and liabilities, benchmarking plan, fund selection, management and monitoring Generated 10% average annual returns for individual clients and ERP clients under volatile market conditions

Financial AdvisorCreated, developed and executed short and long term financial strategies customized to meet clients needs in a client centered environment to advise clients of all income types on best-option investment strategies meeting their specific needs in a fiduciary manner utilizing; Stocks, Bonds, ETF’s, Mutual Funds and Insurance Strategies

Founder/CEO/Operations Manager of a FLA. west-coast restaurant for a very successful 23 years.Supervised and assisted in site selectionMet and drove the establishment of policies, operational and policy procedures, and other operational functions critical to meeting revenue and profitability projectionsHired employees and forged high-performing staffCreated marketing programs, promotions, PR/Advertising campaigns to broaden company exposure and bolster client baseAchieved 25 profitable years of business, with 10-20% net profitDrove year over year 10%+ revenue growthEstablished relationships with suppliers to maximize purchasing power and ensure inventory levels met operational requirementsFacilitated staff retention and satisfaction, in a typically high turn-over industry, thru employee training and incentive programsDesigned and developed payroll, time management, and inventory management systems, and led IT planning and execution governing all aspects of the businessGenerated 2 million dollars in annual sales (without alcohol) from a 135 seat restaurant