Managing Director at RSL Financial Group,
representing WM teams, financial advisors,
key wires and the very best indie BDs & RIAs.
RECORD > I'm a Colgate University graduate
with 30 years experience connecting people.
Recruiting now for over a decade, I've been blessed to help shepherd over $1B AUM in FA talent to new firms, BDs & RIAs.
ETHOS > Dialogue is king! It always makes sense to know the lay of the land because due diligence is an ever-evolving slow dance. Knowing you best Plan B or potential future partners is time well spent.
ROLL > I provide quality relationships,
discreet introductions, sway and a buffer zone so there's no interruption in your day-to-day
ROCK > I'm also a lifelong musician known as Dashdown and Consul for Chicago's
#1 Festival Producer, Star Events.