Paul sources accounts to include: Corporate Advisory, Institutional Asset Management, Insurance & Estate Planning, and SMB Benefits and more

We will implement a tailored wealth management plan that helps you achieve your unique goals.

I leverage my 18+ years of corporate leadership, sales management, and business development experience to drive revenue and profit growth.

Bryan has 23 years of investment banking and corporate finance experience — M&A, private placement, recapitalization and restructuring.

Dara comes to GulfStar with 20 years of marketing and communications experience.

Over a decade of experience and a versatile skill set honed in strategic marketing and event coordination.

Senior private equity professional specializing in Value creation, Deal sourcing, and Board governance

Gilbert has a strong background serving the architecture, engineering, construction, and technology industries.

Specializes in the valuation of companies, partnerships, intangible assets, complex securities for financial reporting and tax purposes...

Jessica has practiced public accounting since 2005 providing audit and consulting services to public and private companies.

Represents commercial banks and non-bank lenders, as well as private and public company borrowers and private equity portfolio companies

Colt has 30 years of investment banking and corporate finance experience.

Tony is a Director and National Sales Leader for Corporate M&A Advisory at the accounting firm of RSM US LLP.

Extensive experience in investment banking, principal investing, commercial banking, and business operations

Marketing and Event Management

15 years of experience in public accounting servicing private equity funds, venture capital funds, hedge funds and fund of funds

Certified manager, expert planner and executing leader

Experienced event manager and non-profit advocate.

We will implement a tailored wealth management plan that helps you achieve your unique goals.