Strategy │ Fundraising │ M&A │ Consulting │ Advisory

A Boutique firm with unmatched expertise, specializing in the health & wellness Industry

Our Partners & Friends

Happy Wellness Group

is a FINRA-licensed investment firm & strategic consultancy that supports founders, investors, and strategic partners of all stages with expert guidance and access to our exclusive network.

Our Wellness Ecosystems

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Our Team

4x Founder • Angel Investor YC Alum (Higher Me’15) Award Winning Author  (Wise Millennial)

Peter Darrow
Founder, Principal, Head of Strategy

10+ Years Product Development in Startups Former COO (SirenMD)

Andrew Willert
Partner, Senior Account Strategist

Founder (STRUC) Venture Deal Partner (Ganas) 10+ Years Operations

Susie Trujillo
Partner, Senior Operations Strategist

15+ Years Branding & Graphic Design

Laura Stark
Partner, Branding & Graphic Design

University of Florida, Warrington College of Business

Brian Kelly
Partner, Marketing & Client Relations

20+ Years in Education/Edtech
Founder, E-Learning Solved
Founder, PotanyPros
Former Partner, Wise Millennial

Ariel Margolis
Partner

VC Investor, Growth Exec.
Partner, Vierra Ventures
Mentor, Techstars
1st Growth Hire, Therabody
London MBA • Berkeley BA/BS

Patrick Pan
Partner

Investor - Multiple Startups
Co-Founder & CFO, Matchpoint
Co-Founder, Oliver Investment Group
Founder, Founder’s Table
Former Associate, J.P. Morgan
FINRA Licensed - Series 7, 57, 63, 66

Zack Oliver
Partner

30+ Years of Consulting, BD
Managing Director of Private Investments, Craft Capital
 Founder, SMC Consulting
BD Director, CVA • SCORE Certified

Rob Rinderman
Partner

20+ Years of Partnership Experience
Founder, Planet LA Records
Founder, The Well
Whole Planet  (of Whole Foods) Board Member

Mark Nguyen
Partner

Venture Capitalist
 Investor in Healthtech, Techbio, Wellness
Imperial Tech Transfer; Yale BSc,
Imperial MSc

Rose Davis
Partner

30+ Years Tech Experience
Multiple Company & Investment Boards Former CEO, Delivery.com
Former Netscape/AOL
Wharton MBA

Jed Kleckner
Advisory & Fundraising

Founder, MSP Consulting
Former Principal, Skaled
 Former VP, Client Strategy  
Altru
Former CRO, redIQ

Monica Stewart
Advisory & Fundraising

Health/Tech Investor & Consultant
Former McKinsey
Former Goldman Sachs
Harvard BA and JD

Daniel Zahler
Advisory & Fundraising

Venture Director, The Fluent Group 
Former Advisor, T3MP3ST
Former Product Manager  & Designer, Genly

Geoff Harricks
Advisory & Fundraising

Co-Founder, The Well 
Advisory Board, Naturally LA
 Founder, Cream of the Crop

William Iyawe-Parsons
Advisory & Fundraising

Connector in the Founder/Startup/Investor Ecosystem
VC Scout, LvlUp Ventures
Focused on Startups with Positive Social Impact

Erin Pillman
Advisory & Fundraising

Founder & Chief Revenue Officer, Engager
Board Member/Co-Founder, Heavy Brands 
Board Of Advisors, Bee-Nails LLC

Kieve Huffman
Advisory & Fundraising

Portfolio Management
Financial Advisory
Alternative Investments

Ross Weiner
Advisory & Fundraising

M.S. Data Analytics
Technical Business Data Consultant
Data Analyst & Visualization
USAF Veteran

Josh Kelly
Advisory & Fundraising

Strategy & Execution
Business Planning & Leadership
AI-Assisted Consultant
Startups & Funding
Fractional & Board Member

Sarah Heering
Advisory & Fundraising

Startup Growth 
Fundraising & Market Expansion 
Project Management
 Investor Relations & Strategy
 Venture Capital Research

Ian Lyubinsky
Venture OPS Associate

Craft Capital Management

Happy Wellness is proud to partner with Alex Hamilton of Craft Capital Management, who brings 30+ years of Wall Street experience, alongside SEC/FINRA broker dealer licensing.

Alex Hamilton
Managing Director of Investment Banking