My financial planning practice manages over $100m for clients. I have built that over 11 years, navigating through some challenging times in 2008-9 when I had to lay off staff and discuss with my wife the chance that we might need to sell our home to stay afloat. But we came through the other side and are now stronger than ever.
In addition to ownership of Guidance Financial Services, I have equity stakes in a financial planning dealer group, and a local tour company. I also have several stakes in joint ventures with local accounting firms.
For a period I was also a licensed Business Broker, and so have experience with business sales and acquisitions.
If you're looking for some straight talking mentoring about managing your business, especially through financially challenging times, or how to grow with constrained financial capacity, I'm the person for you.