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Updated: Dec 30, 2022

Welcome to

For over 25 years, I have enjoyed a fulfilling career in the independent financial services industry. I never had any intention of working in this industry, but like a lot of people, I had the good fortune to stumble into it.

Most of my career has been spent as a consultant/recruiter focused on working with advisors in transition, with a particular focus on those considering Going Independent- or as I like to call it "Going Indie". As I look back, I am amazed at how the industry has grown and evolved, and I am grateful to have been part of it in some small way.

Taking a consultative approach to educating and guiding advisors meant keeping up with the rapidly changing and expanding landscape of options and resources available, as well as the broader industry trends affecting advisors and firms.

I became a student of the industry and as the industry matured and evolved, I had a front-row seat to the opportunities and challenges facing advisors operating and growing an independent practice or "Growing Indie" This was a catalyst for me to take a deeper dive into the themes and concepts of business ownership and entrepreneurship. This furthered my interest and passion for not only the independent financial services industry- but all things "Indie". I've learned a lot that has helped me grow both personally and professionally.

I have been much more of a consumer of content than a creator of it. There is a lot of great content out there and as an introvert, I have always been more comfortable sharing knowledge, thoughts, and information through conversations. I've always had the best intentions of creating more content and have a collection of drafts and campaigns that have not seen the light of day. Ideas come naturally, but writing is difficult for me.

I created this page "Indie Island" as my content oasis to share some thoughts, observations insights, and experiences. I am stepping out of my comfort zone and taking on the challenge of creating and sharing more content. The name Indie Island comes from a post I wrote back in 2007 called "Surviving on Indie Island" - I am a fan of analogies and particularly fond of this one. I'm currently working on a reboot of that piece- so stay tuned.

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