I’m the CEO & Cofounder of Turnqey Labs and Principal of 401 Financial. Formerly as the CEO and Co-Founder of Onramp Invest I raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund, and others.
I’ve been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named me as one of 20 people who will change wealth management in 2020. I’ve been named as one of Investopedia’s Top 100 financial advisors, Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward, and one of Barron’s 10 people to watch in wealth management in 2022.
I’m working to build what I see as the future of financial services. Aiming to break the traditional mold, I work as a financial consultant to young professionals, founders, and advisor to financial technology startups, and crypto assets investment manager.
I help my clients build, grow, protect and transition their personal assets. My clients can expect a jargon-free, transparent and personalized experience. I enjoy working with people at all stages in their financial lives with the goal of empowering them to be knowledgeable investors.
As a speaker I’ve had the chance to address employees at
Over the last years, I spoke with and was interviewed by some fantastic journalists and podcast hosts. If you want to give it a listen and/or read, be sure to check out the episodes and articles below, covering everything from my personal journey as an athlete and financial advisor to the crypto market and financial literacy:
— Rudyard Kipling, “If”
If you’re in need of financial advice, business consulting or searching for a speaker at your next conference, please get in touch via email, Linkedin or Twitter.