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.
- Jan26 Acquire or Be Acquired: Bankers Conference January 2019
- Mar20 M&A Conference at Wharton San Francisco - March 20-21 2019
- Apr11 TMT M&A Forum USA 2019 - April 11
- Apr23 Mergers and Acquisitions Conference San Diego - Apr 23-26 2019
- May05 2019 Agency Ownership Summit - Mergers and Acquisition Workshop - May 5-7 2019