I am the CEO / Founder of Atlas Park Consulting, A business coaching & Operations strategy agency for financial advisors based in Sacramento, CA. In my managing role, I provide independent advisory firms with guidance on operations and management, business planning and development, and improved programs to manage people, process and technology.
Before starting Atlas Park Consulting, I spent more than 15 years in the client service and operational trenches of fee-only and fee-based advisory firms. I am an expert in practice management strategies and have been interviewed about how advisors can improve performance and profitability in several mainstream publications including Wealth Management Magazine, US News & World Report, The Joural of Financial Planning, Forbes Magazine, Financial Planning Magazine and Investor’s Business Daily.
I hold an undergratuate degree in Business Administration, emphasis International business from California State University, Long Beach and a Certificate in Personal Financil Planning from University of California Santa Cruz.
My company, Atlas Park Consulting has been a vetted coaching partner at Morgan Stanley Wealth Management since 2020 and we have presented workshops across the country for Fortune 500 company, The Lincoln Financial Network. We have also appeared in webinars for the Financial Planning Magazine, XY Planning Network, HIFON and the Financial Planning Association.