- CadreFounder, 2011 - present
When I have a great experience with a business, I love to tell everyone I know. I also love connecting people. In fact, I’ve referred over 300 opportunities within my network just this past year. Remarkable businesses are hard to find, and the ones who are great deserve to have people know about them.
As an owner of Washington Financial Group, most of my clients view me as their “Personal CFO,” and turn to me for advice whenever they’re making a financial decision. I want to help them in any way I can, which has made it imperative for me to have a diverse network of remarkable professionals that I can call on whenever a client’s needs are outside what our firm can provide. I consider myself very lucky to have a great core of strategic partners, but these relationships have taken years to develop and I’ve always wished there was a way to build such relationships more efficiently.
Typically if you’re a remarkable professional, you are extremely focused on adding value for your clients – which limits the time you have to market and network. We created CADRE as a way for remarkable professionals to connect and develop meaningful relationships with other top professionals efficiently and effectively, with the ultimate goal of working together to promote each other while adding value for their existing clients and network.
- Salisbury UniversityBusiness Administration, 1994 - 1998