As a seasoned executive, business owner, and financial advisor with 16 years of experience, I have a proven track record in managing businesses, leading teams, and advising clients. I have managed client assets totaling over $100 million and specialize in providing creative, solution-driven financial strategies tailored to individual needs. I excel in building strong relationships, particularly with institutional investors, leveraging my expertise to foster collaboration and drive growth. My leadership style is characterized by innovation, strategic thinking, and a passion for empowering clients and teams to achieve their financial goals.More...