Experience

Boeckermann Grafstrom & Mayer

• United States
• Accounting
• 1 - 100 Employee

• Senior Principal

  • Oct 2021 - Present

• Co-Founder, COO & Board Chair

  • Apr 1982 - Oct 2021

  A One-stop professional services firm of CPA's and Advisors that serves entrepreneurs, high net worth individuals,closely held businesses and fast growing enterprises by helping them achieve their goals and objectives with an entrepreneurial spirit.



Cornerstone Private Asset Trust Company

• United States
• Investment Management
• 1 - 100 Employee

• Co-Founder, Principal & Board Member

  • Jan 2002 - Oct 2021

  We are a specialty/boutique firm providing customized, high quality, and personalized trustee services for high net worth families and small to medium company retirement plans. We are a specialty/boutique firm providing customized, high quality, and personalized trustee services for high net worth families and small to medium company retirement plans.



Element Technologies, LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Co-Founder, President & Board Chair

  • Sep 2001 - Oct 2021

  Empowering businesses to effectively utilize their technology. Empowering businesses to effectively utilize their technology.



BGM Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder, CEO & Board Chair

  • Jan 1997 - Oct 2021

  To advance the quality of client lives by providing timely, personalized and comprehensive wealth management services. To advance the quality of client lives by providing timely, personalized and comprehensive wealth management services.


Boeckermann, Fiebiger, Swanson & West
• Tax Manager

  • 1981 - 1982

Kaliher, Belanger, Passolt & Co.
• Accountant

  • 1977 - 1981