Holding company for real estate and investment assets in Northern California.

The Practice Management group is an integral part of the Advisor Relations team. The group creates and delivers high-quality, industry-leading consulting and education programs that help advisors establish and better manage their businesses, in addition to helping them plan and prepare for the future. The key to the team’s success lies in its ability to create highly relevant and scalable programs that turn practice management insights into actionable plans that are implemented with new and existing advisors. These programs are delivered by a nationwide team of experienced Regional Directors who work closely with advisors and the Loring Ward team to deliver interactive workshops as well as a high-touch consulting experience for our clients. The Practice Management group also produces white papers and related blog posts on a range of practice management issues.

Working with leading financial planners and advisors in the Bay Area to advance our profession and build our community.

At Large Board Position

Larkspur Financial Advisors provides Financial Planning & Asset Management advisory services to individual investors, their families, and small businesses. Larkspur Financial Advisors is an independent advisory firm and wholly owned subsidiary of FGM Holdings, LLC.FGM Holdings, LLC and its advisory subsidiary Tributary, has 30 employees with offices in Marin County, Orange County, Fairfax VA, Raleigh NC, and Atlanta. FGM’s management team has over 200 years of collective experience in financial services and approximately $450 million under management and administration.

- Led development of new corporate and product positioning, packaging, pricing, and solutions for enterprise wealth management software solutions targeted at global financial services firms- Responsible for business development efforts, enterprise sales, sales support, and lead generation campaigns- Led analyst & partner relationships with systems integrators, advisory technology vendors, media, industry analysts, and early adopters - Created and executed marketing communications strategy- Participated in product design efforts, market validation initiatives, PRDs/MRD development, and usability design

- General management responsibilities for Schwab Private Client and it's sister offer for the mass affluent, Advised Investing (both a pre-cursor to Schwab's Intelligent Portfolios)- Led client acquisition efforts resulting in industry-leading CAGR growth rates - Responsibility for development and execution of strategies to profitably integrate financial planning, goal planning, portfolio analytics into branch service model- Redefined Schwab Private Client offering to incorporate broader financial advice during national rollout to ~300 branches and four call centers- Worked with the Schwab Center for Investment Research on Investment Policy, product rollout, and Financial Consultant training- Product Management responsibilities for schwab.com including oversight of a $42MM budget across business and technology groups- Managed co-branded "MySchwab" portal with Excite@Home- Contributed to online account opening process to increase client acquisition

- As a consultant, developed online marketing strategies for Fortune 500 companies in various sectors including automotive, finance, and consumer technology- Analyzed Internet-based technology companies, trends, and relevance to CKS' clients. Emphasis in online brand management, content management, and push technologies

- Managed marquee client relationships and engagements including UPS, Sun Microsystems, Avery-Dennison, and Fujitsu- Developed enhanced application development process for more technically complex Internet/cloud projects and e-commerce initiatives

- Sales & Marketing lead for small technical communications firm- Led client engagements for both traditional documentation as well as Intranet web-based initiatives- Built and supported a LAN/WAN network of Solaris, Windows, MacOS, and OS2 workstations

- Worked 'the quads' at Squaw Valley Ski Area in the Sierras.- Managed mobs of tourists trying to sneak under lines to get on the chair faster- Picked up slack for colleagues sleeping in the 'top shack'- Trekked through waist-deep snow to stake chairlift safety-buffer zone