Husband and Dad. CEO of Helium Financial Group. Co-Founder of @heliumadvisors. Loves to go, Sarcasm, the Outdoors, and the @miamidolphins Tweets/RTs not advice.
AZ / MT / WA
Joined October 2009
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To the affected advisors out there, you have an opportunity. In the immortal words of Jesus Jones, “Right Here Right Now”. Let’s all build something great together 🚀
Sub $100M Fidelity RIAs & advisors are being sold a "choice": Either repaper every single client at a new custodian, or get swallowed by a faceless "Platform" roll-up. Helium Advisors is the 3rd option. Independent. Real people. Dual-custody @ Fidelity & Schwab. Minimal transition + a real seat at the table + equity path. Let’s talk.. calendly.com/d/d34y-756-4w5/… 🚀
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Just ordered a ton of these for the team from @amazon
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Rest in Peace Captain Picard.
Patrick Stewart, who gained international fame as Capt. Jean-Luc Picard in the “Star Trek” franchise, has died. He was 86.
Read more: on.wsj.com/4eakW3o
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Howard Morin retweeted
Happy birthday to the man, the myth, the legend.
Teddy Roosevelt established 5 national parks, 18 national monuments, 150 national forests and countless other public lands.
Americans are still enjoying the places he helped conserve.
Photo at Theodore Roosevelt National Park.
ALT Sunrise casting golden light over rolling green hills with scattered trees and morning mist.
Howard Morin retweeted
ONE OF THE GREATEST QUOTES EVER.
“Losers quit when they’re tired. Winners quit when they’ve won.”
— Legendary #Bears head coach Mike Ditka.
Howard Morin retweeted
Player. Coach. Legend.
Mike Ditka embodied the spirit of Chicago and will be deeply missed.
Over 1,000 sub $100M RIAs are sweating Fidelity's $100M platform minimum. Moving custodians means insane repapering.
We built a better escape hatch (or ejection seat) at @heliumadvisors . Minimum transition effort + real team of humans + direct path to equity & profit interest. My DMs are open. Protect and grow your practice... heliumadvisors.com/helium-ad…
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Amazing. I’m not sure we’ll ever see anything like it again .
One of the craziest stats in financial history:
Berkshire could fall 99% and still match the growth of $1 of the S&P 500 since 1965.
H/t @MebFaber
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