Notable efforts

A constant work in progress and I have a need to keep growing. Solid progress to date. Came from a modest but broken home, was in the Army, worked at GE, was a banker, got my MBA from the best school on the planet... then became a CEO and CIO. What's next? 

Chief Investment Officer of an Independent Registered Investment Advisory firm.  Totally great project for me.  Manage 27 Advisors and a $3 billion portfolio of 2200 households and chartered with growing assets by $400 million dollars (or >20%) each year.

First CEO role.  Initially I was hired to sell the company as a banker. My trademark enthusiasm about the company prompted the board to offer me the chair. I grew the revenues of the company 10X, bought 5 entities and even got IBM to invest.  Then sold it for a solid outcome.

Legitimately one of the best weekend trips of my life. I went on a 26 mile hike on the fabled 'Lost Coast' of Northen California Coastline

So so cool. My brother from another mother (and also from Northeastern Washington) started a company, that another great friend then invested in, and I joined the board... and they are KILLING IT  

 Built a fun loft with and for the boys' room.   The girls were killing each other and we needed to shuffle rooms. The problem was we did not have enough of them. So we converted our front family room to a bedroom and I built a loft.

Named after my dad (who the kids called Poppy, RIP), Meghan and I got this old beat up 1987 Landcruiser FJ60, restored the interior together, then repainted it.  Great first car for her and she looks pretty bad-ass driving it around Marin!

 Inspired (strangely enough) by a Capital One commercial we did a special Boy Scout project and sent a weather balloon to 75,000 feet and recovered it. It was not a one and done, we have done it 6 times now with the kids. 

  In 2005 after my dad died I was broken, and frankly freaked out. I came up with a game plan to run it out, avoid alcohol for the year while I trained (just in case) and run a 50 miler... I got 11th place (and lost 3 toe nails, ouch) 

Inside Circle empowers system impacted people to lead change from within by providing opportunities for incarcerated and formerly incarcerated people to heal and serve both themselves and others.  They exist to reduce recidivism and all forms of violence – physical, emotional, and psychological. I joined the advisory board and am working to help them grow the foundation 

We needed a new dining room table... so  I learned how to build one. Complete with two 18" leaves so she's about 10 feet long.  There is something really great about breaking bread at a table you built from scratch with your own two hands.  

First paid Advisory board role, working with the founder to build and execute their strategy in the $400 billion retail returns industry. It was fun while it lasted.  Short lived (6 months) but tons of fun