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Making the complex simple.
There's an old proverb that 'in the midst of many, there is wisdom and success'. I've seen that first hand myself. When you bring together a great idea, mix in some cogent messaging and the right tech to create a winning deliverable, it is just a matter of time before it works better than you could have imagined.
“ I specialize in seamlessly connecting all things FinTech, 1031 Exchanges, banking, and alternative investments to craft comprehensive, results-driven solutions for my clients. By strategically blending these industries, I provide an all-encompassing approach that optimizes outcomes and creates real value. Often, simply asking the right questions and understanding a client’s challenges allows me to tap into my extensive network and generate momentum toward a solution—sometimes even shifting an entire paradigm. I’ve played a key role in Go-To- Market strategies that have transformed how things are done in various verticals, and I’d love to explore how I can do the same for you. If I can’t directly solve your challenge, I’m confident I can connect you with the right people who can. Let’s connect!”
If you have a challenge or question, let me know. If I see a potential solution, I’d be happy to set up a Zoom call, meet in person, or visit your office to connect with your team. Everything I offer as a service comes with a strong network—one that I’m directly involved in through strategic partnerships I’ve built over 25 years. If I can’t directly assist, I can introduce you to top-tier experts and firms within this network who truly understand your niche and can help you achieve your goals."
And… IF I don’t respond within the hour, depending on the season, I’m probably out on the boat, hitting the slopes, camping in the wilderness, or catching a wave!
Bringing together the informed team and industry experts to craft a deliverable.
Financial services encompass an evolving niche, particularly when involving the development of new products, tax mitigation strategies, and alternative investment solutions that are unprecedented. This represents a notable and transformative period in the industry.
Whenever introducing potential client to a product or service—especially in the financial sector—it’s essential to highlight the key differentiators that set it apart and create a competitive edge!
The most effective solutions I’ve seen and been a part of typically involve deploying a structured, blended approach that delivers multiple benefits to multiple parties.
Fyntex was built from a clean sheet of paper in 2017 to bring unprecedented levels of data and funds security, and new found client visibility to a virtually unregulated space that needed a modern makeover. The result was the creation of a 1031 Exchanger experience that is changing the industry
Altnvest represents the best iteration of a platform and database created for the Broker-Dealer and RIA community and their investor clients. With their Alternatives focus, both institutional investors and Delaware Statutory Trust sponsors are accommodated at an entirely new level.
Development of a core deposit program including the aggregation of deposits across several different banking verticals.
Creation of an entirely new specialty deposits group, focused upon real estate, settlement, legal, and HOA verticals.
Development and organization of the LKE programmed exchange marketing group that cutivated long term reltionships with sophisticated clients requiring 1031 support for the exchange of jets, railcars, rental car fleets, professional practices, and highly appreciated artwork and IP.
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