CARLSBAD, CA, May 6, 2022 – What a year! ROAM Advisors is turning one today. This last year has been a whirlwind. This time last year, I worked my last day as the CIO with the US Capitol Police where I served for over five years. What was next? A much needed sabbatical. My wife and I are California natives, and it was time to return home. But we took the long way and spent five months exploring our beautiful country. In September, we settled into Carlsbad, CA. With our minds and bodies refreshed, we were ready to get back to work doing the things we love. The sabbatical was a perfect time to reflect, re-prioritize, and come back renewed. We felt like we were in our 20s again, but with the knowledge and experience gained after 20 years of federal and military service.

ROAM Advisors is born of my desire to get up each day and help our clients solve some of their biggest challenges and deliver real business value daily. This past year has been seismic; we moved into our new headquarters office, established several strategic partnerships, have been certified by the State of California as a Veteran-owned small business (Micro), become a member of the Better Business Bureau, spoke to multiple Partnership for Public Service cohorts, engaged with various new and potential clients, been involved in mentoring/coaching sessions, began obtaining certification from the Veteran Administration (Veteran-owned Small Business), and are working on certifications from the SBA for our 8a. 

While the year went by quickly, I cannot wait to see what we accomplish this time next year. Thank you for being a part of the journey and ROAMing with us.