Work History

Six Four Asset Management
Principal
06/04/2019-Current
Boca Raton, FL
Six Four specializes in a full spectrum of hospitality services, encompassing the acquisition, development, renovation, and operation of hotels across the southeastern United States.

We pride ourselves on our vertically integrated approach, allowing us to oversee every aspect of the hotel lifecycle with precision and expertise. From boutique properties to expansive resorts, each destination in our portfolio is meticulously curated to deliver exceptional guest experiences while maximizing returns for our stakeholders.

What sets us apart is our unwavering commitment to partnership. We understand that successful investments are built on trust and collaboration, which is why we work closely with investors to help them achieve their financial objectives through ownership of this lucrative asset class. Our team of seasoned professionals leverages industry insights and innovative strategies to optimize property performance and unlock untapped potential, ensuring that every investment yields unparalleled success.

Whether you're a seasoned investor looking to expand your portfolio or a newcomer eager to explore opportunities in the hospitality industry, Six Four Hospitality is here to guide you every step of the way. With our proven track record and personalized approach, we provide the support and expertise needed to navigate the complexities of hotel ownership with confidence.

Valiant Wealth
Partner, Chief Compliance Officer, Investment Advisor Representative
09/2014-06/2019
West Des Moines, IA

• Successfully achieved risk-adjusted performance returns for client portfolios. Conducted due diligence on private equity and private real estate investments. Raised $16mm from investors for various PE and mixed-use / multi-family real estate deals.

• Managed publically traded securities portfolios, managed the operations team and processes, and served as relationship manager and business development to the firm’s high net worth clients.

• Provided advice to high net worth investors on their investment portfolios including investment analysis, selection, and portfolio construction utilizing low cost, academic research-driven investments.

• Provided financial planning advice and family office services including, but not limited to, retirement planning, college planning, life insurance needs analysis, and others.

• Maintained firm compliance as Chief Compliance Officer while moving the firm to SEC registration.

Six Four Capital Management
Founder, Investment Advisor Representative
12/2005-02/2015
West Des Moines, IA

• Provided advice to high net worth clients, individual clients, and institutional clients on their investment portfolios including investment analysis, selection, due diligence, and portfolio construction.

• Ran a separately managed account strategy focused on large-cap equities and options. Conducted due diligence on private equity investments and assisted clients with tracking and optimizing their net worth.

• Provided investment clients with financial planning services, including, but not limited to, financial planning, retirement planning, private equity, life insurance needs analysis, and others.

• The company was founded in 2005 as Hassebroek Financial Services, LLC. Later renamed Six Four Capital Management, LLC, the firm was a fee-only investment advisor. The firm was merged to become Valiant Wealth Family Office in 2015.

River Glen
Director Of Investment Strategy
09/2009-03/2012
West Des Moines, IA

• Developed River Glen's investment planning strategy focusing on research, equity and derivative trading

• Served on the River Glen Investment Committee and authored articles for the firm

• Built, implemented, and managed an equity and option separate account strategy for the firm's clients. Established a 30 month track record while meeting key firm objectives

• Conducted due diligence on sub advisors along with other investment research as needed

• Facilitated client and prospect presentations and represented the firm at networking events

Edward Jones
Investment Representative
03/2004-11/2005
Clive, IA

• Investment sales, Series 7/63 registered representative

• Helped clients select stocks, bonds, CDs, and mutual funds for their investment plans

• Built up client list through cold calling and door knocking

Wells Fargo
Licensed Banker
08/2001-03/2004
Urbandale, IA

• First Series 7 licensed personal banker in the State of Iowa (Series 7 passed 9/2003)

• Cross sold investment products to bank clients

• Developed relationships with mortgage originators and JV partners to market purchase money 2nds and home equity loans/lines to clients