Business Owners

In 2025, Brent and I came to a shared realization—together, we have the ability to make a meaningful and lasting impact for business owners and families navigating the complex world of wealth. It was a full-circle moment, years in the making.

While Brent was growing up, I spent two decades working in capital markets and banking, guiding institutions through financial transformation and mergers. Like many sons, Brent carved out a different path—earning a chemistry degree from the University of Cincinnati, wanting to build something unique from mine. At the same time, I stepped away from banking to launch an independent investment advisory firm in 2008, which eventually led me to co-found a global payments business with several partners. That business later merged with a publicly traded bank, teaching me firsthand what it takes to grow, exit, and transition a privately held company.

Through it all, I encouraged Brent to explore and define his own vision—to grow independently, learn deeply, and become a leader on his own terms. We always said: “If it makes sense for us and the clients we serve, we’ll join forces when the time is right.”

That time is now.

We’re combining our complementary experiences—mine in investment strategy, business consulting, and wealth transition, and Brent’s fresh perspective, discipline, and commitment to doing things right. Together, we’re building a wealth advisory practice that helps accredited individuals and families—particularly business owners—manage, grow, and transfer wealth with intention and clarity.

We believe wealth isn’t just a number—it’s a legacy. And our mission is to help families preserve and build that legacy with purpose, transparency, and impact.