For more than 25 years, I have worked at the intersection of capital markets, business ownership, and long-term wealth planning. My career began in banking, where I spent two decades in foreign exchange, commodities, fixed income, and equities — helping institutions and private companies manage risk, navigate global markets, and make better financial decisions.

From there, I became an entrepreneur.

I co-founded a foreign exchange firm with 27 partners, grew it, and ultimately sold it to a public bank in 2019 at a strong multiple. I’ve since owned and operated multiple businesses, giving me firsthand experience with the pressure, responsibility, and complexity that business owners face every single day.

After COVID, I shifted my focus fully to learning everything I could about business consulting, M&A advisory, and long-term planning for business owners and families. I’ve spent the last three years immersed in valuation work, exit planning, succession strategy, and a deep study of how business owners build — and often overlook — opportunities for multi-generational wealth.

Everything starts with planning and execution.