Personally, I am motivated and passionate about leveraging 25+ years in various disciplines of financial services to help clients and firms achieve their desired results. It’s simply about fostering collaborative relationships and delivering ideas and resources that are not, otherwise, easily ...more

Personally, I am motivated and passionate about leveraging 25+ years in various disciplines of financial services to help clients and firms achieve their desired results. It’s simply about fostering collaborative relationships and delivering ideas and resources that are not, otherwise, easily obtained. While product is important, it can also be commoditized – service/relationships cannot. As a member of the original sales team at PowerShares ETF’s, I have enjoyed 18 years in the ETF industry and take pride that my/our efforts were meaningful in pioneering the use and adoption of cutting-edge ETF strategies. The ability to educate clients, gather assets and intentionally evolve has been exceptionally rewarding. Motto: “Live life with immediate passion and resolve.” I now have an ownership interest in a successful and growing craft spirits distiller that has given me a special appreciation for entrepreneurs – those who embrace challenges, have unlimited curiosity, are not afraid to experience failures, and ultimately reap the rewards and satisfaction of delivering outstanding products and customer experience.less