Joining the extraordinary Susan Bradley, someone I admire deeply, makes this journey even more special. I’m delighted to be part of this incredible team and eager to embrace the challenges and opportunities ahead.

Here’s to 2025—a year of growth, purpose, and new beginnings!

1️⃣ A strong culture fit—working with a leader who embodies integrity and a team that genuinely cares for and supports one another and the company.
2️⃣ A meaningful mission—a purpose-driven organization I feel passionate about and excited to help lead every single day.

When considering my next role, I reflected on the values and lessons I’ve embraced during the past six years working alongside Ross Marino, CFP®, CeFT®, CeFT®, and Trey Dowdy at Advisor2X. My priorities were clear:

Me three! How do I get off cat feed and onto dog feed??

Never canceled an event but how about this one…our firm finally couldn’t stay in business. We took a huge hit during Covid, lasted as long as we could, and held our last event in October. 🥲I have a new job I’m excited about but closing down our firm was heartbreaking…

It is a bit slow here. Hopefully it picks up as time goes on!

Hey there Matt! Congrats on the new book! Great subject!

Funny I just read this post, and yesterday I walked into our local library and got a library card! I had not stepped foot in a library for maybe 30 years?