I draw upon over 30 years of experience from multiple perspectives and network around the intersection of private wealth management and the entrepreneurial/venture ecosystem. My career was built upon foundational layers of technology solution sales, independent consulting, several entrepreneurial endeavors, and private wealth management. I have served as a trusted advisor to family offices and multi-generational high net worth clients. I earned an MBA from Duke University’s Fuqua School of Business and a Bachelor’s degree in Business Administration from Southern Methodist University in Management Information Systems with an Honorary in Decision Sciences, and am a CERTIFIED FINANCIAL PLANN