Setrics Tracker


8 Startup Companies
3 Initial Public Offerings (IPO)
3 Strategic Acquisitions
Over $1 Billion in deals completed

Mentored Hundreds of Entrepreneurs
Former CPA with KPMG Peat Marwick
Veteran of the United States Marine Corps

Graduate of THE Ohio State University


For the past 26 years, I have been helping entrepreneurs raise money, scale rapidly and complete successful exit events.

For the next 10 years, my passion is to dramatically improve outcomes in the Innovation Ecosystem. 

The 85% failure rate for startups is ridiculous - I know that we can do better.  At SmartMoney Ventures, we highlight Best Practices and Rookie Mistakes via interviews, speaking engagements, workshops and blogs.    

I feel privileged to have served on the management teams of 8 venture capital backed startups, 3 of which completed successful IPOs and 3 were acquired by large corporations.  I’ve been fortunate enough to have closed over $1 Billion in financial transactions including raising money from Angel Investors, Venture Capital Firms, Strategic Corporate Investors and completing IPOs and Mergers and Acquisitions from the buy side and the sell side.  

I love working with entrepreneurs because the energy is addicting and I get to help them build successful companies that make customers lives better and also create wealth for their teams and their investors and the causes they support.  

I especially like to work with investors & entrepreneurs who also happen to be veterans of the US Military along with First Responders who protect our communities. It is extremely rewarding to work with the 10%’ers who actually care enough to put their country before their own comfort. The drive, the discipline, and the “I’ve got your back on this” ethos is highly valued and best experienced in person.

If you are involved in the Innovation Ecosystem, please connect with me and get engaged in the dialog.  It's an amazing ride that I have enjoyed for 26+ years, and I love every minute of it.  

As seen on:  Bloomberg Radio, San Diego Business Journal, SD Daily Transcript, Columbus Dispatch


Over $1.5 Billion in deals including IPOs, M&A, corporate investments, venture capital & angel investors


Author, speaker, Teacher

Startup Fundraising
Mergers & Acquisitions
Corporate Strategy
Veteran Workforce Development
Innovation in the DOD


Operator / Executive

Serial Entrepreneur x 8
Chief Executive Officer x 1
Chief Operating Officer x 4
Chief Financial Officer x 8
Founder x 1

8 startups, 6 successful exits

Our Core Values:

  1. Build a World Class Team

  2. Serve & develop World Class Clients

  3. Partner with World Class Affiliates

  4. Hypothesis, Test, Iterate = Lean Methodology used here

  5. Open, productive communication

  6. Transparency - “It’s not the problem, it’s the cover-up that causes the greatest damage to any organization”.

  7. Collaborative, group problem-solving environment

  8. ”Smartest person in the room” behavior will not be tolerated

  9. Pay for performance - we win together, and we lose together

  10. Build a plan, work the plan - flex whenever needed

  11. Frequent feedback loops

  12. Professional & personal growth is encouraged and necessary.

    Lifelong learners who can “play well with others” perform exceptionally well on our team.