Ventures

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.

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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.

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

Orthogonal

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.

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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.

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

Hyke

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!

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