It’s been 15 years since I founded GreenRock Advisory. Looking back, I’m filled with gratitude, especially for my clients trusting me. I truly love them. I’m also grateful for my mentors across the investment & Rx corporate world.

This journey felt a bit like an underdog’s path: Humble pharmacist to big corporate to entrepreneur & advisor. I was aware of the stats around small business startups and how they rarely survive a decade, especially given the leap from healthcare to finance without a big firm’s safety net. When starting out, I needed to earn trust in a crowded field clouded by industry noise.

Partnering with a large firm may have been easier, but I sought a custom standard I’d expect as a client—crafting an independent practice to address industry shortcomings. The road was tougher, but the reward was clear: offering investors a unique, client-focused choice, backed by Schwab as custodian. My independence helps support what some larger firms often struggle to match—transparency, trust, agility, and genuine care.

𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐭𝐨 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝟏𝟓 𝐲𝐞𝐚𝐫𝐬, 𝐈’𝐥𝐥 𝐝𝐞𝐞𝐩𝐞𝐧 𝐦𝐲 𝐯𝐚𝐥𝐮𝐞𝐝 𝐩𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩𝐬 & 𝐰𝐞𝐥𝐜𝐨𝐦𝐞 𝐧𝐞𝐰 𝐨𝐧𝐞𝐬, 𝐟𝐨𝐜𝐮𝐬𝐢𝐧𝐠 𝐨𝐧 𝐞𝐧𝐬𝐮𝐫𝐢𝐧𝐠 𝐦𝐲 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐫𝐞𝐭𝐢𝐫𝐞 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭𝐥𝐲 𝐰𝐡𝐢𝐥𝐞 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐢𝐧𝐠 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐢𝐧 𝐚 𝐬𝐡𝐢𝐟𝐭𝐢𝐧𝐠 𝐥𝐚𝐧𝐝𝐬𝐜𝐚𝐩𝐞.