- Full time financial planner & investment advisor, hell-bent on reshaping the landscape of financial advice (because the current system is broken)
- Entrepreneur/investor/consultant, involved in multiple businesses/projects are any given time
- Golfer, tennis player, lover of dogs and technology
- Married to this fantastic woman
I always find it tough to write any kind of autobiographical information. Maybe it’s because I really don’t like talking about myself. Or maybe it’s because I don’t really know where to start. Or how to organize the information. I don’t know. So bear with me, I’ll do my best.
Seemingly random facts that tell my story…
I consider myself a lifestyle entrepreneur. An idea guy. A self-identified pluviophile and deontological libertarian. I am a divergent thinker. I’m pretty sure Malcolm Gladwell would label me a Maven. Some have referred to me as a Renaissance man. (I prefer the term “polymath” myself!) I am not. I just like knowing things.
I like solving problems. I like building the systems, processes, and infrastructure that make things more fun and more efficient. And I like working with smart, fun people.
I work everyday on refining my (somewhat) unconventional approach to
making a living creating a life.
Okay, those facts don’t really tell the story. But if you understand those things about me, you’ll have a much easier time understanding what I do and why I do it.
On the professional front…
I am the founder, Managing Partner, and Chief Investment Officer of Cona Financial Group (CFG), an independent financial planning and investment advisory firm. I also own a media company, Suite 3 Digital (S3D), and a technology consulting company, TenFour Web Services (TFW). On top of that, I do some consulting for a few other businesses whose names I cannot mention for reasons of confidentiality.
As a part of my role in my CFG, I co-host a weekly radio show/podcast about money and I’ve recently started laying the groundwork for another podcast geared toward lifestyle entrepreneurs like myself.
My media company, S3D, grew out of the marketing and media production work that I was doing for my financial planning firm. Given the nature and volume of this work, it ultimately made sense to spin this off into a separate business in order to expand and serve other small business clients in a variety of industries.
Finally, there is my technology consulting firm. I started TFW in 2003. As the name suggests it was launched primarily as a web hosting and website design company. Today it is more of an IT consulting firm, focused on hardware and software solutions to help lifestyle entrepreneurs improve their business operations.
When I find the time, I do an occasional speaking engagement or conference presentation and I am (still) in the middle of writing my first book.
Yes, I keep myself busy.
…and on the personal side…
When I’m not busy with any of the amazing things I’ve just mentioned, you will often find me on a tennis court or the golf course (sometimes with my wonderful wife), or walking the neighborhood with my always-ready-for-an-adventure dog.
Claim to Fame
Actually, I can think of two things that qualify, although I’ll admit neither make me anything close to famous.
- Claim to fame #1: I’ve appeared in Forbes Magazine (April 19, 2016).
- Claim to fame #2: I shared about 2 seconds of screen time with The Real Housewives of Orange County’s Vicki Gunvalson (S6:E2). Woohoo!