I serve as Managing Partner of Fi3 Financial Advisors, LLC, which I founded in 2013. My vision for creating a family-focused advisory firm came from my early career at the Irwin Miller Family Office, supporting six generations of the Irwin Miller family, and later select families as part of the expanded IMC Advisors office. I founded Fi3 to serve an exclusive group of clients through my "Family CFO" model. Today, the entire Fi3 team provides Family CFO services to a wide range of clients by integrating high-quality investment consulting with deep planning, coordination, and governance to meet our clients’ goals. We help families actively pursuing wealth to achieve financial independence,