It’s our pleasure to meet you.
Eric Cooper - Founder, Managing Partner
Eric serves entrepreneurs because he is one. He believes individuals willing to take entrepreneurial risk are the backbone of our economic prosperity; since starting his first business as a mobile auto detailing service at 15 years old, Eric has held roles in banking, insurance, wealth management, business planning & consulting, enterprise value creation, and integrated financial planning. Eric has been privileged to work with a diverse landscape of clients, including professional athletes, successful entrepreneurs & their families, and more.
Joshua Carr - M&A, Business Strategy
Josh is a Chartered Tax Consultant, Main Street Certified Tax Advisor, & Certified Business Mentor with an MBA— bridging the strategy gaps across taxes, investments and operations for small business owners. His early career in elite military service gave me servant leadership, integrity, and military-grade strategic thinking. He has built companies, raised venture capital, and spent the last two decades steering how businesses, and the people who run them—move financially and operationally. Josh gained global perspective through his time spent in over 40 countries across five continents.