With over 15 years in financial services and M&A, I help wealth management businesses break through operational and growth ceilings using EOS. My journey began in a family-owned financial planning business, where I led the transformation by implementing EOS, streamlining roles, and creating clear accountability. This firsthand experience showed me the power of EOS in creating a cohesive, thriving organization.
In my M&A career, I’ve worked with over 20 small business owners, guiding acquisitions and integrations with both EOS and non-EOS companies. Businesses that run on EOS stood out, showcasing stronger alignment, accountability, and adaptability—traits essential in the wealth management industry.
Whether you’re seeking growth or preparing for sale, EOS can transform your business, empowering your team with a clear vision and sustainable processes. Let’s build the foundation that allows your business to thrive and expand.
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