Building the brand of a multi‑billion‑dollar fiduciary.
I lead marketing for Moran Wealth Management, a fee‑only fiduciary RIA in Naples, Florida. Before that: nearly twenty years of go‑to‑market leadership across FinTech and financial services. Outside the day job, I speak, invest, and sit at the table with founders and boards.
Some people call me Mr. Purple. Pour an Old Fashioned and I'll tell you why.
Not consulting. Not looking. Still very much in the game.
I'm exactly where I want to be at Moran. That said, I still make time for a few things outside the firm when the fit is right, and I'd rather hear from you than not.
Speaking
Keynotes, panels, podcasts, and broadcasts on branding, demand generation, and GTM for wealth and FinTech.
Investing
Active investor in early‑stage FinTech and wealth‑adjacent businesses. Operators who've been in the seat get a longer conversation.
Advisory
A standing sounding board for founders and leadership teams on positioning, go‑to‑market, and growth. Selective, and informal by design.
Board seats
Open to board and advisory board roles where an operator's view of marketing and distribution moves the needle.
Statistics, perspective, and the humor this industry badly needs.
Invited to speak at FPA National, MarketCounsel Summit, Jolt!, CFP Board Conference, Fearless Investing Summit, T3, Wealth/Stack, Future Proof, and Advyzon's user conference, plus a regular rotation of podcasts and broadcasts.
Husband, father of five, Wisconsin‑born, Florida‑based.
I prefer the typical Wisconsin things: beer, cheese, supper clubs, and fish fries during Lent. I'll defend bowling, poker, and archery as sports. Midwest winters, though? Hard pass. You'll find me in Naples.
Professionally, I've spent close to two decades in financial services, driven by a simple motivation: do right by the people trying to improve their lives financially. That will keep me in this industry until I retire, if that's possible with five kids.
Two decades, one industry.
From enterprise marketing at national financial firms to operating roles across the FinTech stack, and now leading marketing for a multi‑billion‑dollar fiduciary RIA.
Dime After Dime
Conversations for Gen X wealth‑builders who are done guessing. Candid, practical, and occasionally funny.
Listen wherever you get podcastsLet's have a chat.
A speaking slot, a board or advisory conversation, a company worth a look, or just the Mr. Purple story over an Old Fashioned.
