Stack

Owner - 2021 - Present

Client Services

Stack is consistently growing in the financial services industry because we’re built on the foundation of people. 

We set out to serve clients with one focus in mind - making them say "WOW" in every meeting!  

We have a real problem here in these great United States where systems and industries don't really want people to know how money works, rather the goal is generally to get people hooked on spending.  We believe everyone has a shot at building wealth, but without the tools and understanding to navigate the financial systems, most just avoid it ever getting started on a path to financial freedom.  

Once we arm people with the knowledge and skills to understand a plan that they can be proud of, they create new behaviors - those new behaviors become habits - and those habits form a new healthy & wealthy mindset.

Strategic Partnerships

Here at Stack, we have a culture of stacking, compounding and celebrating wins & wealth.  We take enormous pride and teaching ambitious people how to create their own success stories in business, by building their own brokerage inside of the largest industry in the country - the financial industry.
Once you learn how to make money, it’s a skill that you can repeat forever and teach to others.  

Co-Founder

2019 - 2022

"Go outside and be free to live your best life with apparel designed to deliver ultimate comfort and performance in humid climates. Breathable technology with insane softness, natural odor resistance, eco-friendly and made right here in the USA, you get high quality attention to detail in ever stitch, guaranteed."  

This business was a total gem!  It was my first company and it was an amazing door opener.  In 2019, I gained clarity in my journey that I was not meant to spend any more of my time PowerPointing my way through my career...and it was time to unleash my inner entrepreneur, "burn the boats" and go all in on a path of creating my own company.  

I had an idea to create the first ever fabric designed specifically to provide optimal drying and cooling features in HUMID WEATHER CONDITIONS.  

My biz partner and I  spent about 4 months in R&D and discovered the right blend of fiber that totally exceeded our targets.  We dove head first into the fashion & apparel space, armed with a vision and some common sense - and it worked!  

We designed our first shirt, made with natural fibers, UPF 40 resistant, and cool as it gets....also perfectly fit.  From there, we started more designs, created a supply chain & distribution and had a blast before we eventually exited in 2022.   

General Manager / Chief Executive

2000 - 2020

This was my last "job".  After four years in the US Navy, I took my skills and went to work for this company, starting at the bottom and eventually working my way to the top.

Like so many, I made invested massive efforts into increasing the value on the hours I was trading for money.  Much has been learned through that process though.  The journey was packed full of global adventures

I traveled 34 countries during this time, worked abroad for a few years in Florence, Italy taking on a big challenge of building and executing a global expansion of Oil & Gas services, amongst many other niche opportunities.

After 20 years, I knew I was meant to move on and become an entrepreneur, so I started fast tracking my own self development, coming up with a business idea, building a plan and going for it!  In July, 2020, while a global pandemic was in full swing, we were moving full throttle on our exit, knowing there would never be a perfect time to launch, so we went for it!

This was one of my greatest decisions ever!