About

Be the definitive source of information regarding transitioning to the RIA model Scheduling a one-on-one Discovery call is the most effective way for me to provide you with value. In the interim though, I also provide explanatory videos, podcasts, whitepapers, etc. all focused on helping you to better understand the model.

Be a specialist, not a generalist For the same reason you seek out a specialist to assist with a particular health issue, you need the same level of specialty expertise regarding the RIA model when it comes to evaluating options for your practice.

No question is too minor I've learned first hand over the years that advisor awareness and understanding of the RIA model varies widely. I help advisors along all knowledge levels regarding the model.

Provide advice that is independent of any one solution I purposely departed working at a custodian so that I could be completely independent and provide unbiased advice regarding ALL of the options available when transitioning to RIA.

Be approachable This is not to imply that approaching me specifically might be intimidating, but simply a realization that the process of seeking out such information can seem daunting. I work to make the process as easy and informative as possible. Rest assured, I have discretely helped advisors of all experience and AUM levels. I'd be happy to help you as well.