Your Next Move Should Be On Your Terms.

I help advisors like you evaluate options, negotiate better deals, and transition with clarity—at no cost to you.

successful businessman
successful businessman

A Simple, Strategic Approach That Works

CLARIFY

We define what you want next - more freedom, equity, better support, higher net payout, or all of the above

EXPLORE
NEGOTIATE
EXECUTE

I show you real options that match your goals. No fluff, no pressure

I help you get a stonger deal - structure, payout, and long-term upside

You make the move or prepare to sell and I consult you with best practices throughout

  • 🧠 Real Expertise, Not Corporate Fluff
    15+ years in the industry with a boutique, hands-on model

  • 🗣️ Clear Communication That Cuts Through the Noise
    I've been a company recruiter and know the questions to ask and not to take things at face value

  • 🎯 No Quotas, No Agendas
    I’m independent. I don’t care who you choose—I care that it’s right for you

WHY ADVISORS LIKE YOU WORK WITH ME

ABOUT MARTIN

Martin began his career in 2001 as a financial advisor in the Boston area with Ameriprise. By the age of 25, he was running their San Diego office, marking the start of a dynamic leadership journey. Over the years, Martin has held several leadership roles across multiple firms, honing his expertise in recruiting, coaching, management, and team development within the financial services industry. In recent years, Martin transitioned into regional recruiting, where he has excelled at connecting top talent with opportunities that align with their unique vision. As a Partner with Revolt Recruiting, Martin leverages his extensive leadership background and recruiting expertise to help financial advisors find the best business partners and platform to allow their business to thrive and deliver the best experience for their clients.

Beyond his achievements in finance, Martin has also enjoyed a successful entertainment career, hosting celebrity athlete shows in Las Vegas and featuring in a Super Bowl commercial.

Let's Talk - Confidentially, No Pressure

If you're thinking about making a move—or just wondering what options are really out there—I'm here for that conversation. No forms. No commitments. Just clarity.