I work with founders and business owners who are navigating meaningful financial transitions, selling a company, raising capital, managing concentrated risk, or planning what life looks like after a liquidity event. For more than 30 years, I’ve helped clients step back, look at the numbers clearly, and make decisions that align with the outcome they actually want. I grew up in a large family business in Dallas. I saw firsthand what it means to build something from the ground up, to carry payroll when things are tight, and to have your name and reputation tied directly to the success of the company. That experience shaped how I work with business owners today. I understand the pride, the pressure, and the complexity that come with having so much of your life wrapped up in one enterprise...
President at Pinnacle Wealth Advisory