Speaking & Media
Press, podcasts, and topics I speak on.
Featured In
The Podcast
Wealth In Yourself Podcast
Conversations about money, life design, and what it means to build on your own terms. Available wherever you listen.
Speaking Topics
Flat-Fee Advisory Models
I built two fiduciary firms on flat fees — no AUM, no commissions, no products to sell. I break down why the AUM model creates structural conflicts that harm clients, how flat-fee models realign incentives, and what it takes operationally to make the switch.
Financial Life Planning
I trained directly under George Kinder and Saundra Davis at Golden Gate University. I bring the life planning framework to life with real client stories — why starting with the life, not the portfolio, produces better outcomes, and how advisors can integrate it without burning everything down.
Financial Therapy & the Human Side of Money
As a CFT™, I speak to the psychology, behavior, and emotion that no spreadsheet captures. Most financial plans fail not because of bad math but because of ignored psychology. I show practitioners how to bridge the gap between technical planning and real human behavior.
The AUM Model Critique
A detailed, sourced breakdown of how percentage-based fees misalign incentives across the advisory industry. I draw from a decade inside a major wirehouse to explain dual registration, the suitability-vs-fiduciary gap, and what consumers should ask before hiring any advisor.
Advisory Operations & AI-Enabled Practice
I run two RIAs with AI-augmented workflows, automated compliance, and a virtual family office model. I share the specific tools, systems, and decisions that let a small firm deliver institutional-quality service — and why the future of advisory belongs to tech-enabled independents.
Financial Planning for Professional Athletes
Through Top Shelf Private Wealth, I work exclusively with professional hockey players navigating compressed earning windows, jock tax across dozens of jurisdictions, and cross-border complexity. I speak to the unique challenges athletes face — from direct experience, not theory.
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