Work With Me
My work centers on one idea: make decisions today that endure for generations. I serve:
For Families & Individuals
Financial Planning & Coaching
Structure, clarity, and a living plan. We align cash flow, investing, insurance, and goals — and iterate as life changes.Investment Advisory
Independent, fiduciary guidance to invest with discipline, manage risk sensibly, and compound through cycles — so your wealth can serve your family’s values.
For Financial Advisors
Outsourced Investment Manager
Portfolio construction and research so you can focus on client relationships and planning.Outsourced Chief Investment Officer (OCIO)
Institutional-style oversight: asset allocation frameworks, model portfolios, due diligence, and implementation.Financial Planner (Contractor)
Flexible, professional planning capacity under your brand and standards.
How I Work
Evidence-based investing and plain-language communication
Repeatable processes that survive noise and narratives
Fiduciary duty — always in your best interest
Selected Work With Clients
Bona Fide Finance (USA)
Lead investment research and portfolio construction to help clients stay disciplined through any market — delivering a consistent, evidence-based approach integrated with each client’s plan.
Sovereign Man (now Schiff Sovereign)
Explored global opportunities — international real estate, offshore banking, second residencies/citizenships — to help families increase resilience and sovereignty.
Saifedean Ammous
Analyzed the printing industry and helped establish a global fulfillment network for his books. Acknowledged in The Fiat Standard and Principles of Economics.
Jurisdictions & Global Practice
USA: Investment Advisor Representative registered in TX, CA, ND with Bona Fide Finance
EU: Business registered in Croatia; serving clients globally