💸 Serial founder…many failures…one exit 🏦 Ex Goldman Sachs VP 🚀 Co-founder of Go Beyond® 📈 Managing Partner of Telos C-Suite ⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️ Telos Mission: 🎯 Helping you get there. "Success consists of going from failure to failure without loss of enthusiasm." - Winston Churchill 🎯 My purpose is to help creative leaders figure out how to leave a mark. 🤝 My promise is to always challenge you to choose well. 🔸 My Friction EQ ™ profile is: 🎬 Conductor >> 📝 Planner 🔹 My Core Values: 1️⃣ Being a good father figure 2️⃣ Financial stability and security 3️⃣ Building trust on purpose 🔰🔰🔰🔰🔰🔰🔰🔰🔰🔰🔰🔰 🔰🔰🔰 👨‍🦲I spent 25 years as a financial advisor, including launching a boutique wealth management firm in 2007. I exited in 2020 and retired as an advisor so I could make a bigger impact by serving other leaders. Certified Financial Planner ™ Certified Exit Planning Advisor Certified Purpose Mentor ™ 🧠 Standing on the shoulders of giants: Frankl, Maslow, and Goleman. My Journey: 🏝 Born and raised in Hawaii. 🤕 My father was a disabled Vet (RIP) 🥺 Grew up very poor 🚽 Cleaned toilets as first job ✈️ Moved to Georgia at age 18 👨‍💼Spent 5 years in retail mgt 💍 Married at age 23 🎓Finish BBA at age 25 💰Started chasing money 👨‍👧‍👦 3 kids by age 30 🎓 MBA at age 32 🏦 VP Goldman Sachs at age 33 😞 Miserable at age 36 🧭 Discovered my purpose at age 37 🚀 Left GS to launch RIA firm 🤦🏻‍♂️ Made bad startup decision 🧠 Realized my own EQ shortcomings ⤴️ Integrated EQ coaching + advice 🎯 Exited to launch next mission at age 51 🧭 2023 - Living my purpose. Leaving my Mark.