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.
- Jul24 The Art of M&A Due Diligence: San Diego, CA - July 2018
- Aug08 Skyptop Strategies M&A Confernece - August 2018
- Aug09 Real Trends DealMakers Conference - August 2018
- Sep05 10th Annual Great Lakes Capital Connection
- Sep11 The Art of M&A for HR Leaders - Sept 2018