about me
I help founders, real estate investors, and high-performing professionals scale wealth, property, and operations. I’m a Private Wealth Advisor and lead operations at a $500M advisory firm. I’m also CEO of HELM and founder of VANTA—two platforms built to turn chaos into clarity and drive scalable, sustainable growth.
my companies
VANTA
We don’t just do consulting. We build what others blueprint. VANTA is a strategy and operations firm for founders who want movement—not meetings. We partner with high-growth companies to align vision with execution, fix systems that stall scale, and install operational infrastructure that holds under pressure. #BuiltByVanta
helm property management software
Helm Property Management Software (HELM) is a property management app created by the "everyday," for the "everyday" real estate investors. Our goal is to bring property management to your pocket and make real estate investing more achievable than ever. #SteerYourShip
Elevation wealth planning
We don’t just manage money—we build legacies. Elevation is a private wealth firm for business owners, sales professionals, and tech leaders ready to turn income into impact. Through personalized planning, disciplined investing, and strategic execution, we help you elevate every stage of your financial life.
#ElevateYourWealth
Favorite books
Core values
Be undeniable
get uncomfortable
Take ownership
Take ownership
get uncomfortable
Take ownership
get uncomfortable
get uncomfortable
get uncomfortable
have audacity
Speak the truth
get uncomfortable