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.
- Sep06 Adopt a Process (VAM)
- Sep10 The Exit Planning Institute Summit 2017
- Sep11 Chief Executive Officer Affiliation
- Sep14 Chicago M&A Conference -- Fall 2017
- Oct17 How to Measure Your Results (Metrics & Scorecards)