Roadmap Advisors is a niche advisory practice that facilitates highly curated, proprietary transactions between investors and private business owners. We work with investors who prefer to run highly targeted, well thought out, thesis-driven acquisition searches for transactions with attractive deal fundamentals, great fit between buyer and seller, and an aligned vision for future growth.

Start-up dedicated to using data analytics to transform the HR industry.

Managed a private family investment holding company focused on protecting assets while growing wealth through targeted investment in real estate and private companies.

Monument Wealth Management is a privately owned financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence and wealth defined on their own terms.

Built a team focused on helping entrepreneurs and executives see their wealth from a different perspective. Attained the CFP designation to further that practice. Mentored financial advisor trainees and assisted with the overall financial advisor training program.