My best projects involve someone else.
Below are the collected groups that I am involved with:

Kingstone Family Enterprises

I run the Family Enterprise Division of Kingstone Financial. We provide accounting, consulting, and CFO services to Ultra-high net worth families.

Kingstone Financial

I serve as the Chief Operating Officer for Kingstone Financial. I am responsible for building the business and its support, strategic and administrative functions.

Education is important — but we need a lifelong learning model of education to keep skills relevant


My good friend Brett Kelly and I have a weekly podcast on the Spec.FM network where we talk about the trials and tribulations of being an independent worker.

More people than ever have the ability to take control of their own financial plans — and should!

Northstar Money

I am the “advisor in residence” for a personal financial start-up. We are working to deliver high-quality, low-cost financial planning and budgeting to people.

Now, more than ever, people have the ability to "be their own boss" — and more people should!


I am working with Hyke to build a turn-key solution to legal and accounting problems for freelancers. You don’t need an army of accountants and lawyers to go it on your own!