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Navigate Change With Confidence

The current financial climate mirrors the uncertainty and instability we faced during the 2008-09 crisis, and companies need experience and robust expertise to weather it.

If you’re navigating uncertainty or major changes in your business, I can help with the following:


If you’re trying to stabilize or grow your business through economic uncertainty – and have $100M+ in fee-based assets – I can provide you with a maximum liquidity event that satisfies your needs while taking care of your clients.

C-Suite Finance/Sell

Right now, many firms are undoubtedly facing liquidity crunches, increasing legal or regulatory costs, or other financial burdens. If your firm employs between 30 and 150 financial advisors and holds at least $1 billion + in fee-based assets, my qualified, well-financed partners can provide liquidity and lending solutions. 

Individual Finance/Sell

We know that economic uncertainty can create opportunities. For some, this may be a pivot point for growth and expansion. For those interested in purchasing practices, I have connections to sellers and financing. 

On the other hand, if the time has come to sell your practice, we can facilitate a two-step liquidity event that allows you to join a well-financed and stable practice at a partner firm. 

In this time of great change in financial services, let me leverage my 25 years of experience to your benefit.


In this challenging financial environment, you need trusted partners who want the best for your business. I work with to find lending partners and loans that keep your business thriving and growing, help you to finance practice acquisitions, or help you sell your practice.