Founder and former CEO of fi360; Founder and former President of the Foundation for Fiduciary Studies; first person to direct the Institute for Leadership at the U.S. Coast Guard Academy; authored 11 books on fiduciary responsibility, leadership and portfolio management; testified before U.S. Senate Finance Committee and served as an advisor to the U.S. Department of Labor. Former Coast Guard helicopter pilot.

Extensive senior-level executive experience in finance, management, and crisis response: Served as the: CFO of the Coast Guard; Commander, Seventh Coast Guard District; Commanding Officer, USCG Cutter Gallatin; Commanding Officer, USCG Cutter Harriet Lane; Commanding Officer, USCG Cutter Neah Bay; and
Commanding Officer, USCG Cutter Cape Hedge

Founder and CEO of 1920West; member of the International Coaching Federation and holds Certifications as a Professional Behavior Analyst, Motivators Analyst, and
HD Trimetrix Analyst. Holds a MBA in Marketing and Organizational Behavior from
Northwestern’s Kellogg Graduate School of Management.