Oct 12, 2026 · 41 min · 14 segments
For owners of HVAC, plumbing, electrical and construction companies, building a profitable business is one thing. Building a business that someone else would actually want to buy is another. This…
You actually had my managing director, Rob Wolf, on, uh, a couple weeks ago, and I understand that y'all had a great show.
As you mentioned, I really niche down the blue collar business owner space, but, you know, if I'm not, uh, prepared to help a certain client with a certain situation, whether it's a, a medical professional, an attorney, there's someone else in our ecosystem that is prepared to help them and specializes inside of that profession.
So really honored to be at Apalan Wealth, um, and, and just have all the tools and resources that Apalan provides.
Let's, yeah, I mean, for the listeners out there, give a quick, uh, quick background why you, h- how you ended up here and, and, you know, identified or you feel the, you know, the pull to, to work with that segment, that segment or that group of individuals and, um, why you feel that you're, you're in a good position to help that, that type of person.
Um, have, have s- uh, stayed at a insurance shop, so whole life insurance primarily, and, uh, have seen that whole side of things and really enjoy the fiduciary side of things.
Really financial planning focused, helping clients accomplish their goals, whatever they may be.
He challenged myself and my associates to find a niche, find an ideal client profile, and, uh, spent, spent a few good hours thinking about it, you know, where do I hang out, what people need help inside of the world, and all those different factors and variables led to the blue collar business owner space.
You know, typically you think of people in our industry working with doctors or attorneys or engineers, someone that has investable assets or assets under management to, to invest.
A lot of the time, blue collar business owners, their largest asset, the majority of their net worth is tied up inside of their illiquid business.
You actually had my managing director, Rob Wolf, on, uh, a couple weeks ago, and I understand that y'all had a great show.
As you mentioned, I really niche down the blue collar business owner space, but, you know, if I'm not, uh, prepared to help a certain client with a certain situation, whether it's a, a medical professional, an attorney, there's someone else in our ecosystem that is prepared to help them and specializes inside of that profession.
So really honored to be at Apalan Wealth, um, and, and just have all the tools and resources that Apalan provides.
Let's, yeah, I mean, for the listeners out there, give a quick, uh, quick background why you, h- how you ended up here and, and, you know, identified or you feel the, you know, the pull to, to work with that segment, that segment or that group of individuals and, um, why you feel that you're, you're in a good position to help that, that type of person.
Um, have, have s- uh, stayed at a insurance shop, so whole life insurance primarily, and, uh, have seen that whole side of things and really enjoy the fiduciary side of things.
Really financial planning focused, helping clients accomplish their goals, whatever they may be.
He challenged myself and my associates to find a niche, find an ideal client profile, and, uh, spent, spent a few good hours thinking about it, you know, where do I hang out, what people need help inside of the world, and all those different factors and variables led to the blue collar business owner space.
You know, typically you think of people in our industry working with doctors or attorneys or engineers, someone that has investable assets or assets under management to, to invest.
A lot of the time, blue collar business owners, their largest asset, the majority of their net worth is tied up inside of their illiquid business.
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