Fiduciary.Consultant.Wizard of Innovation.

I can keep your clients safe in two ways. As a (soon to be) Professional Fiduciary, I can act as a current or contingent Trustee for your clients' trusts and estate plans. I no longer act as a wealth manager, so you can know that I won't steal your clients away.

As a former president of a large RIA and consultant to firms of all sizes, I can act as your continuity plan, coming in to run your firm if you're unable to do so. I'll keep the business running until you're able to return or until it's time to sell it for your estate.

I thrive on intractable problems and clever solutions that couldn't possibly work. I'm who you call when your foundation is built and you're looking to start breaking barriers. Nothing is impossible, sometimes the solutions are just invisible.

My areas of specialty are mergers & acquisitions, operating agreements, governance changes, partner programs, small client service offerings, social impact, and especially advisor recruiting and training. What problems do you want to solve next?