The Portfolio

Companies built to endure.

Every venture shares the same DNA: a real market, disciplined economics, and a purpose worth the work. Organized by sector — financial services, real estate, healthcare, energy, technology and social impact — spanning companies both active and exited.

Financial & Professional ServicesFour

Capital, counsel and the rails of a modern, ethical economy.

Managing Partner Active

M Worldwide

Ethical capital, institutional discipline.

A private investment firm bringing truth, goodness and excellence into everything it touches — assembling over $1B of real estate, healthcare, technology and consumer packaged goods companies for retail and institutional investors.

$1B+ assembledmworldwide.com →
Senior Principal Active

Clearoute

See the future.

A 25+ year brand, marketing and technology consultancy — Data + AI + People — that has served Sony, Walmart, Nestlé, Johnson & Johnson, Audi and dozens of category leaders from offices in Toronto and Dallas.

25+ years · global brandsclearoute.com →
Founder Active

Goood Payments

Secure, ethical payments for global impact.

A mission-driven fintech providing secure, transparent payment infrastructure for organizations creating positive human impact — PCI-DSS Level 1 compliant, with AI-driven fraud protection and a mission-aligned fee structure that reinvests margin into social good.

PCI-DSS L1 · AI-securedgooodpayments.com →
Founder & Partner Exited

Link Marketing Studio

The engine behind mission-driven brands.

A full-service creative and marketing studio for mission-driven organizations — the marketing engine behind Yaqeen Institute, building brand, content and digital growth for one of the fastest-growing nonprofits of its kind.

Brand · content · growthExited
Real Estate & DevelopmentOne

From raw land to finished community — acquiring, entitling, developing and delivering across North Texas.

Principal Active

Serene Global

Quality construction, quality assurance.

Real estate development and construction across North Texas — acquiring property, entitling and developing land, and delivering commercial and residential projects end-to-end: project management, civil planning, sitework and construction. Its land-development arm is anchored by Paradise Heights, Plano — a 14.3-acre, 42-lot community — with Little Elm underway.

14.3 acres · 42 lots · Plano & Little Elmsereneglobal.com →
HealthcareThree

Technology-enabled care and modern wellness — built to scale access without sacrificing quality.

Founder Active

M Health

Escape. Rejuvenate. Repeat.

A modern wellness and IV-therapy clinic — hydration, immunity, energy, NAD+ and recovery drips, vitamin injections and aesthetics — delivered with a spa-grade experience and a whole-body approach to feeling and performing better.

Wellness · IV therapy · Dallasmworldhealth.com →
Founder & Partner Exited

WellHealth

Whole-person care, engineered to scale.

A technology-enabled healthcare venture built on a whole-body approach to care — the operating anchor behind the GoGetTested consortium, combining medicine, diagnostics and a modern patient experience.

Healthcare · technology-enabledExited
Founder & Partner Exited

GoGetTested

A technology company disguised as COVID testing.

The first end-to-end COVID-19 response operating system in the country — a lab-agnostic broker that scheduled, tested and reported in 48 hours. 200,000+ tests delivered across seven state contracts; profiled by D Magazine.

200K+ tests · 7 statesExited
Energy & SustainabilityOne

Clean energy that pays for itself — profit and planet, compounding together.

Founding Team Active

Good Faith Energy

Texas's top-rated solar company.

Founded 2014 and led today by my brother — 3,000+ homeowners served, 2,500+ Tesla Powerwalls installed, REC Installer of the Year, and a Tesla-certified installer. Residential and commercial solar, battery backup, EV charging and roofing across DFW and expanding statewide.

3,000+ homes · 2,500+ Powerwalls · 5.0★goodfaithenergy.com →
Technology & VenturesOne

Building the products of the next economy — AI, automation and everyday commerce.

Founder Active

Teknowledgely

Products before promises.

A technology products and ventures studio — conceiving, building and shipping software at the intersection of AI, automation and everyday commerce. The place where the next companies begin.

Ventures studio · Dallasteknowledgely.com →
Social Impact & CommunityTwo

Where profit and purpose reinforce each other — and the values-driven economy gathers.

Founder / Owner Active

Good Gifts

Where generosity meets dignity.

A social enterprise turning gifting into direct-impact aid — meals, water wells, cataract surgeries and schooling delivered across roughly 20 countries. A gift with purpose, not charity.

~20 countries reachedgood.gifts →
Producer · via Clearoute Active

Thrive Summit

Capital, Commerce & Conscience.

The flagship summit of the values-driven economy — 800+ founders, investors and operators, 60+ speakers, and a $50K live pitch final, with alumni value surpassing $10B. Next edition: October 2–3, 2026, Dallas.

800+ attendees · 60+ speakersthethrivesummit.com →
The Track Record

Five exits. $250M+ combined.

Across a decade of building, five companies exited with a combined valuation over a quarter of a billion dollars — proof that ethics and returns are not a trade-off, but a compounding advantage.

The Arc

From risk operator to owner of the outcome.

A career in two acts — mastering how large institutions manage risk and technology, then applying that discipline to build and back my own companies.

Today

Founder, Owner & Investor

M Worldwide · Clearoute · Goood Payments · M Health · Teknowledgely · Good Gifts

Leading a private investment firm with $1B+ in assets assembled, a global brand-and-technology consultancy, an ethical fintech, a modern wellness clinic, a ventures studio, and a direct-impact social enterprise — while producing Thrive Summit, the flagship gathering of the values-driven economy.

Real Estate & Development

Principal — Land & Construction

Serene Global

Acquiring property, entitling and developing land, and delivering commercial and residential projects end-to-end across North Texas — including Paradise Heights, a 14.3-acre, 42-lot community in Plano.

2020 – 2021 · Exited

Founder & Partner — GoGetTested / WellHealth

Healthcare · technology

Built the first end-to-end COVID-19 response operating system in the country — a lab-agnostic broker that scheduled, tested and reported in 48 hours. 200,000+ tests across seven state contracts; covered by D Magazine.

2014 · Founding Team

Co-Builder — Good Faith Energy

Now Texas's top-rated solar company

Helped launch what became a Tesla-certified, award-winning clean-energy company serving 3,000+ homeowners with 2,500+ Powerwalls installed — today led by my brother.

Prior · 15+ Years

Enterprise Risk & Technology Leadership

Wells Fargo · Mr. Cooper (Nationstar) · PwC

Led risk management and technology functions at some of the largest institutions in the United States — the discipline that now underwrites every company I build and every dollar I put to work. Educated at SMU and UT Dallas.

Investment Thesis

Where I put conviction.

I back and build ethical, cash-flowing, technology-enabled businesses — companies with a real market, disciplined economics and a reason to exist beyond the return. Five lanes, one standard.

Financial Services

Investment, capital and the ethical rails — from private equity to transparent payment infrastructure.

Real Estate

Land acquisition, entitlement and development, plus commercial and residential construction across North Texas.

Healthcare

Technology-enabled care and modern wellness that scales access without sacrificing quality.

Technology & CPG

AI, automation and software — plus values-driven consumer brands with loyalty and margin.

If you're a founder building in these lanes, or an investor who wants access to what I'm assembling, let's talk.