4
Total investments
4
Early stage
0
Mid stage
0
Late stage
14y
Years active
Portfolio
4 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Advisor to the CEO/Investor
Aug 2023
Meriden Carbon is partnering with Wyoming landowners to safely develop large-scale Carbon Storage Hubs in anticipation of unprecedented world-wide demand for permanent, geologic storage of carbon dioxide, deep underground.
Advisor/Investor
Jan 2019
Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab was named “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expo, was the “Highest-Rated Retirement Distribution Planning Tool” in the 2023 T3/Inside Information Advisor Software Survey, and was named a “Stand Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”.
Board Member
Jul 2015
Farmer-founded and employee-owned, Tractor was built on the belief that a better food system starts with the land and the people who care for it.
We offer consciously crafted, versatile certified organic beverages for foodservice and retail that support soil health, local communities, and the ecosystems we all depend on.
Our drinks deliver uncompromising taste and quality while serving real impact - raising awareness for regenerative practices and proving what’s possible when practical innovators choose possibility over convention.
Co-Founder/Investor
Aug 2012
VowTo is an enrichment community for women.We have created a membership experience that combines thought-provoking lessons, carefully curated gift discovery and an amazing community of women. A complete mind, body and heart adventure designed to help you live your most vibrant life.
Experience · 5 entries
All (5)
Investments (3)
Founder (1)
Board (1)
2023
Advisor to the CEO/Investor
Aug 2023
Meriden Carbon is partnering with Wyoming landowners to safely develop large-scale Carbon Storage Hubs in anticipation of unprecedented world-wide demand for permanent, geologic storage of carbon dioxide, deep underground.
2019
Advisor/Investor
Jan 2019
Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab was named “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expo, was the “Highest-Rated Retirement Distribution Planning Tool” in the 2023 T3/Inside Information Advisor Software Survey, and was named a “Stand Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”.
2015
Board Member
Jul 2015
Farmer-founded and employee-owned, Tractor was built on the belief that a better food system starts with the land and the people who care for it.
We offer consciously crafted, versatile certified organic beverages for foodservice and retail that support soil health, local communities, and the ecosystems we all depend on.
Our drinks deliver uncompromising taste and quality while serving real impact - raising awareness for regenerative practices and proving what’s possible when practical innovators choose possibility over convention.
2012
T
True Drinks, Inc.
President/Chief Marketing Officer
Oct 2012
Co-Founder/Investor
Aug 2012
VowTo is an enrichment community for women.We have created a membership experience that combines thought-provoking lessons, carefully curated gift discovery and an amazing community of women. A complete mind, body and heart adventure designed to help you live your most vibrant life.
Investment activity
2012–2023 · 4 investments
Recent (last 2 years)Earlier
