Strategic Finance for Families. Institutional Integrity.
I use the same internal-rate-of-return discipline I used in strategic finance. Arizona-based, serving families nationwide.
Claim your Free Consultation call »The Alpha Origin: Founded 2014
Alpha Financial was founded in 2014 as a direct response to a fundamental crisis in the wealth management industry: a systemic lack of integrity and technical expertise.
After 30+ years (since 1992) in strategic finance, I saw how private families were being steered into inefficient, fee-heavy retail products that served the brokerage house, not the client. I launched this firm to provide a “True Fiduciary” alternative: an institutional-grade family office environment where decisions are driven by data, not sales targets.
My methodology wasn’t born in a retail brokerage; it was forged in the strategic finance departments of Coca-Cola, Motorola, and AMP. Managing capital allocation at that scale requires identifying every point of friction and proposing an optimal, high-impact solution. At Alpha, we show you the money by recouping the ‘Structural Drag’ that retail advisors often ignore.
Consular Integrity
In addition to my role as Alpha CEO, I am privileged to serve as the Norwegian Consul for Arizona and New Mexico. This role is a commitment to service, international cooperation, and high-level advocacy—the same principles of integrity I brought to the founding of Alpha Financial in 2014.
Whether navigating complex diplomatic waters or institutional financial frameworks, my mission remains the same: to protect interests and improve lives.
Generation-Ready
As a father of four and grandfather of two, I don’t view portfolios as just numbers on a screen; I view them as the structural foundations for future generations.
I understand that “Internal Rate of Return” is ultimately about securing a family legacy. I manage your family’s wealth with the same technical precision and protective stewardship I use for my own children’s inheritance.
Ready to Align Your Wealth?
Arizona-based, serving families nationwide.
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