My new venture, 1812 Park LLC, leverages my skills and experience over the past 25 years as an executive, CEO and entrepreneur in the wealth management industry. I am fortunate to have helped build two high-value and high-profile companies - Fortigent LLC and Lydian Wealth Management. I have learned many valuable lessons along the way and can utilize them as I help guide CEO’s and Boards in developing and executing on their long-term strategies and business plans. 1812 Park is not a typical consulting practice. I work with a select group of Advisors on an annual retainer and am positioned as an extension of their executive team. Most successful wealth management firms are in a constant state of adaption. I help Advisors execute their strategy, build scale and implement best-practices. In addition, I enjoy my role as an independent board member for a variety of SEC registered funds.