Meet the team
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Visionary | Broker | Investor | Co-Founder
I’m a passionate, people-oriented visionary that loves helping others have a lasting impact. I love making ordinary products and ideas extraordinary, connecting people with opportunities, getting teams excited about a big vision, and helping businesses be radically FOR their clients.
Entrepreneur | Investor | Believer | Co-Founder
An extremely driven visionary entrepreneur, passionate about solving problems with the use of talent, capital and technology.
I learned early on that doing what you’re the best in the world at and most passionate about helps you find your calling. Entrepreneurship was that for me. Taking nothing to something; or something to something greater has been one of the best way I’ve found to best monetize those skills and talents.
Husband | Father | Small Biz Owner | Co-Founder
I am a CPA (inactive), CIA (inactive) and Real Estate Agent/Investor, however I would not categorize myself as the typical “CPA.” I enjoy being involved in a wide variety activities, most notably in running a few start-up companies. Additionally, I enjoy research and continuously learning. Aligning those passions has been a pleasure as I’ve had the opportunity to work for an educational institution and assist on research projects, such as researching the effect of certain accounting tools and pronouncements and the impact they have on financial markets. I enjoy entrepreneurial endeavors and forward thinking.
Specialties: CPA (inactive), CIA (inactive), Real Estate investing & transacting, experience in running start-up companies.
Executive Leader | Co-Founder
Marketing, Technology and Operations leader focused on organizational growth and profitability through development and implementation of creative, balanced, and cost-effective solutions. Proven executive with a track record of creating and executing successful growth strategies through digital analytics, business processes optimization, technology solutions, and operational efficiency.