I’m the CEO of Onramp Invest, founder of 401STC, a storytelling consultancy. I’m a graduate of Seton Hall University, and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters. I was 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. Recently, I was named to Investopedia’s Top 100 Financial Advisors.
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.