From 1994 until 2011, he operated his own firm Strategic Financial in Northern California. After stints as a shareholder in a public financial services company and as a real estate developer in Hawaii and Louisiana, he divested himself of his business interests in order to focus on his role with Empowered Wealth Partners and the Empowered Wealth group of companies.
- Oct24 The Art of M&A Due Diligence October 2017
- Nov02 Asia Pacific Mergers and Acquisitions Conference
- Nov02 M&A Fee Guide 2017
- Nov07 The Art of M&A Integration November 2017
- Nov22 Team Play (Involving Key Parties)