I am an entrepreneur and professional investor. I advise fellow founders and entrepreneurs on converting their professional success into financial and personal freedom. I prefer experiences to stuff. I love spending time with my wife and son, skiing pow, climbing, watching sumo, big fluffy dogs, Japan, and lifestyle design. I enjoy meeting people who aspire to unconventional and exceptional lives.

I serve as Managing Principal of BSW Wealth Partners, a multi-family office and wealth advisory firm managing $1 billion; and am founder & CIO of R3 Returns, an impact municipal bond strategy managing $150 million. BSW/R3 was named one of the top US advisory firms by the Financial Times, the #6 best place to work in the US by Outside Magazine, and is a certified B Corp. Our clients are successful business people, inheritors, impact investors, divorcees, and medical professional -- ranging in size from less than $1 million to more than $100 million. We have a no asshole rule. Our clients are awesome, which lets us be awesome, too. We Make Life Better for them. It's interesting, challenging, and fun. I love it.