Our Team
Advisory Partners
Richard Wilson
Richard C. Wilson is a husband, adventure enthusiast, father of 3 girls, and a third generation Eagle Scout. Richard is also the CEO of the #1 ultra-wealthy investor club with 7,500+ investors called Family Office Club which hosts 16 in-person events per year. His investor club runs the most listened to podcast on family offices, the most watched YouTube channel with 1,000+ videos, and has spent $25M the last 17 years hosting 300+ live events and he has a total of 15 million social media group members and followers. Richard also runs and owns Billionaires.com where he is interviewing 100 billionaires publicly to create the #1 resource on their scaling strategies and mindset.
Paul Karger
Paul co-founded TwinFocus in 2006 and leads the firm’s direct investing efforts in private equity, venture capital and real estate. He works closely with the firm’s key clients to guide them through a broad range of complex issues and financial decisions.
Bryan Sweet
Bryan is a cultivator of opportunity and that is reflected in his passion for serving the clients of Sweet Financial Services. Beginning his financial services career in 1979, Bryan has done more than create lasting wealth plans for the wonderful clients we’ve been so fortunate to work with.
Dave Zook
Dave Zook is a successful business owner and an experienced real estate investor active in Multi – Family Apartments, Self-storage and the ATM space. Dave has acquired more than $100 million worth of real estate since 2010.