My first business I started with two friends during the Middle East oil embargo in 1979. I was young, but who could resist a cup of coffee or a donut while waiting in line to purchase gas. My second endeavor is Capstone, specializing in helping clients plan for their financial future.
I launched AUM in a Box in 2012 to meet the growing needs of financial advisors and provide them with the tools and resources to succeed in growing their business.
At Capstone we look for growth due to relatively lower valuations, and return on capital that is improving. The investing came easy because that is what I went to school for and what I learned in my early career. The investment process is explained in “Conquering the Divide: How to Use Economic Indicators to Catch Stock Market Trends” a book I co-authored.
I attacked the business like I do investing 1. Create a disciplined process, that you schedule each day. 2. Measure what you are doing so you can make adjustments 3. Always schedule a next step to move the prospect along 4. Discovery is crucial – When you sell you should say less than the person you are selling to.
This experience selling I have packaged and can provide to companies in digestible parts to ramp up their own sales.
I am married to Elizabeth, a schoolteacher by trade, but joined me at Capstone when her exactness for detail was most needed.
I enjoy disciplining myself in business and athletic competition, competing in triathlons and aquathlons. Because I am late to biking, I enjoying the swimming and running much more. Sometimes when you are on a long bike ride, you will do anything to ditch the bike and get off. But the disciplined process and determination keeps you going. This is what I find helps me succeed at business. I have been the Colorado Entrepreneurs Organization Accelerator Champion the last two years as well as the past president of the CFA Colorado. I have an undergraduate degree from the University of Colorado, a MBA from the University of Rochester, William E. Simon School of Business and the CFA designation.