As CEO of Bison Advisors, I enable and empower my team to execute across our myriad of business lines. Acquiring and integrating philosophically aligned investment advisory firms is our core mission. Ongoing and active management of our own high and ultra-high net worth families differentiates us from our typical “M&A” focused peers. My experience and career path has been atypical. I graduated from University of North Georgia with a degree in Business Management, hold an MBA from Boston University and a Masters in Strategic Intelligence from The National Intelligence University at the Defense Intelligence Agency. Prior to transitioning to financial services, I provided strategic consulting services to the Department of Energy focused on performance improvement initiatives, labor relations and defense nuclear facilities oversight. This background and experience translate to invaluable guidance for our business and institutional clients. Prior to joining DOE, I retired from 25 years of service as a Non-Commissioned Officer, Officer and pilot in the Marine Corps. Throughout my military career, I performed strategic planning and analysis in the Pentagon on behalf of the Chief of Naval Operations, conducted multiple deployments to combat zones as a senior leader, planner, aviator. A highlight included serving as Presidential Helicopter Pilot with Marine One and Operational Test Director for the multi-billion-dollar Presidential Replacement Helicopter program. Our nation’s highest leaders have entrusted me with their lives and direction of critical resources, and it's my pleasure to apply that same care for our clients. Integrity, transparency, and trust. These values are foundational to the Bison approach. Prior to Bison, I served as Chief Operating Officer for Advocacy Wealth Management, overseeing operations, systems and assessing performance to improve organizational effectiveness and profitability. Originally from Conyers, GA, I enjoy actively supporting disabled athlete/wounded veteran non-profit events and mentoring future leaders. Bison Advisors is a Registered Investment Adviser. Bison advisory representatives may also be insurance agents with licensed insurance agencies and receive compensation for products sold. We analyze but do not provide legal or tax advice. Securities and Insurance Products may lose value and are not insured by the FDIC.