In The Spotlight
Awards/Recognition
- Two-time Titan100 Leadership Award (2023/2024)
- EY Entrepreneur of the Year Award Finalist (2023)
- Central Michigan University Distinguished Alumni Award Recipient (2023)
- Wealth Management CEO of the Year Award Finalist (2022)
- Central Michigan University Honorary Doctorate Recipient (2024)
- Central Michigan University Commencement Speaker (2024)
Guest Speaker
- Sanctuary Wealth Oasis Conference - Keynote Panel (September 2025)
- Datos Insights Conference - Keynote (October 2025)
- Ritz Carlton Leadership Center Annual Conference (March 2025)
- Columbia University Wealth Management Master's Program (August 2022)
- Pension & Investments Defined Contribution Conference (May 2025)
- Tiburon CEO Summit (April 2025)
- Pershing Expert Exchange (October 2025)
Club Affiliations
