Founder of Swirve.com: WebbyAward-winning internet company from 1996-2008. Founder of Dominican Joe Coffee Shop: Charity-driven cafe in the heart of Austin from 2006-2017. Founder of Lockout Austin: Award-winning escape room in Austin from 2015-2021
I enjoy helping individuals better understand basic finance and investing and am passionate about helping others make the most of their opportunities.
Personal Finance Consulting: Basic budgeting; introduction to investing and risk management; how to use credit efficiently and safely. With the right tools to make good decisions, we can make our money go further.
Investment Coaching and Consulting: I have 20+ years experience in managing investments and learning (sometimes the hard way!) the different elements of investment strategies. I focus on Stocks, Options, Crypto, and Portfolio Risk Management and can work with you on anything from "what are stocks" to "how can I manage my portfolio risk?". Note: I do not provide specific buy/sell advice or recommend particular investment strategies. I'm more interested in helping you understand the risk and rewards of various investment strategies so you can make good decisions for your own personal circumstances.
I offer a variety of small business consulting services depending on your needs. I've started and sold a variety of businesses over 20+ years, including an online game-related internet company, a retail coffee shop, and an escape room. My areas of focus are: startup brainstorming, coaching, and consulting; financial planning; marketing; developing good leadership and management; automating processes to make your business as efficient as possible. My specialty is in smaller businesses - I not have experience with venture capital or IPOs or things of that nature.
Having spent my whole lifetime in the small business world, I'm passionate about helping others build things and make the most of their opportunities.
