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Management Team

Image by Jonathan Francisca
Shaun Eck

Chief Advisory Officer

Shaun Eck

Shaun is an innovative investment professional with a wealth of experience in structured finance, investment management, and risk mitigation strategies.

Image by Jonathan Francisca
Jordan Frenkel

Chief Strategy Officer

Jordan Frenkel

Jordan, CPA/MBA, is a seasoned investment management executive with a passion for alternative investments and democratizing financial literacy.

Meet the Team

Meet the Team

Our team is committed to helping our clients through all stages of their financial lives. By getting to know each client and understanding their unique circumstances, we are able to develop a custom plan that aligns with their goals. Throughout the process, we provide education and support to help our clients make well-informed decisions. Our firm has a deep commitment to giving back. We believe that financial success should be used to empower others and make a positive impact on their world.

Strategic Advisors

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