Professional achievements
• Entrepreneur with more than 17 years of experience in the financial services industry.
• Built successful career with two Fortune 500 companies; consistently recognized among the top 5% of advisers nationwide.
• Launched independent financial planning firm, specializing exclusively in serving physicians and dentists.
• Founder and CEO of Unwind, a luxury vacation rental management and design company with operations in 12 states and 17 markets across the U.S.
• Co-founder and CFO of OMS Consulting, playing a critical role in scaling operations, shaping financial strategy, and ensuring the company’s mission and vision are executed.
Community involvement
Board member, The Call of Pulaski County; foster care family.
Most fulfilling career moment
“When Unwind reached 100 properties under management, our team celebrated with a weeklong trip to England. Sharing the company’s success with coworkers I consider to be both friends and family filled me with deep gratitude and fulfillment.”
Where you see yourself in 10 years
“My hope is to empower others within the organizations I own so I can focus on vision and creative solutions that drive growth. The goal is to work on the business, not in the business, shaping direction rather than managing day-to-day operations.”
