Doc is active in the Financial Services practice, working with distribution companies for ETFs, Mutual Funds and a variety of alternative investment products. Over the course of his career, he has consulted across the spectrum of financial services companies including financial advisory firms, private banks, and trust companies. His background in sales and sales management has given him a keen eye for spotting talent in consultative sales.
Over the past 20 years, Doc has had a phenomenal career with two distinct and equally exciting phases. Both provide him with unique perspectives on hiring top talent in today’s extremely competitive market.
The first half of his career was spent in Financial Services. He excelled on the distribution side of the business earning promotions based on his sales achievements with industry leaders including First Trust Portfolios and Nuveen Investments. Later, Doc moved from wholesale distribution of financial products to wealth management consultation as a Regional Sales Manager with FleetBoston, a Senior Vice President at a Chicago wealth management boutique (Lenox Advisors), and as a skilled presenter for Cannon Financial Institute. Doc both learned from and taught financial advisors, private bankers, and trust officers in the art of skilled interviewing.
During the second half of his career, Doc developed his passion project, Ballparks of America, in Branson, Missouri. A true entrepreneur at heart, Doc created the concept for this stay-and-play facility complete with 5 two-thirds scale replicas of iconic major league stadiums, 30 team suites, and 125,000 square feet of retail space. His love for youth baseball and focus on great family experiences led to the development of this premier youth baseball venue. In the process, Doc on-boarded partners, investors, and hired many employees to make the dream a reality. Finding, recruiting, and retaining top professionals were critical to his company’s success.
Doc is a 1991 graduate of Wheaton College with a BA in Communications where he was a member of the baseball team. He lives in Glenview, Illinois with his wife, Lisa, and their 4 four children, the oldest of whom has followed in his footsteps playing baseball at Wheaton.