Who We Are

My academic path at Carl H. Lindner College of Business at the University of Cincinnati equipped me with a robust foundation in marketing and marked the beginning of my entrepreneurial journey. While earning my degree, I launched my own venture in the realm of professional sports marketing. This early experience in helping athletes secure brand deals was not just a business endeavor but a hands-on, real-world MBA in its own right.

Post-college, I stepped into a challenging role as the marketing director for a nationally-operated logistics firm. Here, I honed my skills further, collaborating with hundreds of media buyers, as well as television and radio stations across the U.S. This role was pivotal, expanding my understanding of large-scale, national marketing campaigns and the intricate dance of managing vast networks of marketing vendors.
Drawing on these diverse experiences, I teamed up with business partners to innovate within the financial sector. We’ve developed a specialized approach to assist independent financial advisors in overcoming a persistent industry challenge. What drives me is the pursuit of creative, effective solutions that not only meet but exceed the unique needs of our clients.