Entrepreneur Cooperative

The Entrepreneur Cooperative (ECO) brings together experienced founders, operators, and investors to share insights, make introductions, and navigate key decisions.

Member

Data Aviator

Data Aviator is a privacy-first audience intelligence and activation platform built for agencies, brands, and platforms that want fresher intent data, simpler execution, and measurable lift.

We bring together online, offline, and public data sources-verified opt-ins, census and financial datasets, and real-time behavioral signals-to deliver compliant, multi-source audiences you can’t buy off the shelf. With nearly 100 data points per individual, from household and device IDs to purchase intent and lifestyle markers, we help you see not just who people are, but what they’re actively searching for and ready to buy.

What sets us apart:
• Real-time intent: refreshed daily or weekly - never stale lists
• Multi-channel ready: programmatic, social, CTV, email, SMS, direct mail
• Identity resolution: deterministic matching across B2B and B2C
• Flexible delivery: LiveRamp, DV360/CM360, or direct DSP/DMP integrations
• Cost efficiency: cut redundant vendor contracts while improving recency and conversion

Clients use Data Aviator to modernize their audience stack, replacing static, high-CPM lists with dynamic, intent-driven audiences that convert 10-20% better while reducing costs by up to 25%.

Think of it as Google-level search intent, layered with verified identity and behavioral context, delivered straight into your campaigns.

Co-Founder

Pinnacle Wealth Advisory

Founder & President

The Greenberg Group @ MS

I spent 24 years as an Executive Director at one of the world’s top wealth management firms, where I was regularly ranked in the top 2% of financial advisors across the country. I was also part of the firm’s exclusive Chairman’s Club, which recognized top advisors for their service and success.

During that time, I led a trusted advisory practice in the Pacific Northwest, helping high net worth clients, business owners, and institutions with their financial goals. My work included retirement plan design, managing corporate cash, and building investment strategies using hedge funds, private equity, equity and bonds.

What made my approach stand out - then and now - is a strong focus on honest communication, clear strategies, and always acting in the client’s best interest. Today, I bring that same experience to Pinnacle Wealth Advisory, where I help business owners feel confident and in control of their financial future.

Executive Director, Wealth Advisor, Senior Portfolio Manager, Alternative Investments Director

Merrill Lynch

I launched my financial services career as a Financial Consultant at Merrill Lynch, laying the groundwork for what became over 30 years in investment advisory and wealth building.

In those early years, I focused on building strong client relationships - working with individual investors, small business owners, and emerging entrepreneurs. I developed skills in portfolio management, investment analysis, and comprehensive financial planning, while learning how to make complex financial ideas simple and actionable.

I gained experience in market research, securities analysis, and risk management, with a focus on asset allocation, mutual fund selection, and retirement planning. I exceeded new client acquisition goals and built a solid referral base through consistent, high-quality service. Most importantly, I learned that real trust comes from clear communication and a deep understanding of each client’s goals.

The foundation I built at Merrill Lynch prepared me for the sophisticated wealth management challenges I would later take on at Morgan Stanley and ultimately gave me the expertise and perspective to launch Pinnacle Wealth Advisory, where I continue to serve high net worth clients and business owners with clarity, care, and confidence.

Financial Consultant

Clarity for Founders. Confidence for What’s Next.

You’ve built something from nothing. Now the real work begins - scaling smart, exiting well, and protecting what you’ve earned.

That’s where I come in.

I bring 32 years of experience advising founders and business owners through high-stakes financial transitions. I grew up in a family business with 25 stores across Texas, worked every job in it, and learned firsthand what it takes to grow, lead, and eventually let go.

At Pinnacle Wealth Advisory, I focus on:

1. Clarifying the Business Side
We uncover blind spots (financial) through business analysis and transition planning. Then we can bring in the right CFOs, CROs, and systems to scale or sell with confidence.

2. Structuring the Personal Side
From investment management to tax and estate planning, I align your personal wealth strategy with your long-term vision. My CIMA® certification reflects a rigorous standard of investment advice, financial planning, and fiduciary excellence - earned through intensive education, experience, and ongoing ethical commitment.

3. Guiding the Transition
Whether you’re preparing for an exit, generational succession, or just more time off, I help you make confident, tax-aware decisions...before, during, and after the transition.

My comprehensive approach includes business valuation analysis, tax planning modeling, succession planning, and post-sale wealth management. I collaborate with top-tier tax attorneys, CPAs, estate planning attorneys, and investment bankers to create customized solutions aligned with each client’s goals.

As a fiduciary advisor, I work solely in your best interest. My process integrates everything from complex tax modeling to legacy planning, always grounded in your goals and values.

If you’re a business owner thinking about what’s next, I’d be glad to talk.

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