Personal finance, investing, and how to live a "rich" life.
Weekly writing to optimize your family's financial life so you exceed your biggest goals.
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Who am I?
After spending the first 7 years of my career working at a large bank, single family office, and a private equity fund, I dove into the world of entrepreneurship. After starting, building, and selling WeHero, I've returned my attention to my passion. I'm now focused on supporting families over the long-term with personal finance, investing, tax, trusts, and more.
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