- Financial Services Professional experienced in developing and deepening client relationships through social prospecting.
- Owner & Operator of Private Practice primarily engaged in Financial & Estate Planning to HNW/Affluent Investors.
- Business Development Coach & Mentor at Previous Firms
- Medically Retired United States Naval Special Warfare Operator
About the mentor
Join WSO as MentorBe a Mentor
Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.
How It Works
All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.