Specialist in 1031 Exchanges and Private Investments
I started this channel to help affluent investors go beyond cookie-cutter portfolios and explore smarter, more customized strategies.
My career began in the Marine Corps, then shifted into wealth management in 2001. I spent nearly a decade as a Financial Advisor at top-tier firms, earned my CFP® designation and a Master’s in Financial & Tax Planning, then led private equity and DST distribution at the institutional level.
After 20+ years on both sides of the desk, I founded Glasgow Investment Solutions to bridge the gap between what investors need and what most firms actually offer.
If you’re looking to grow and protect wealth through thoughtful, personalized planning—including access to sophisticated private investments—subscribe and join me.
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