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Strategy │ Fundraising │ M&A │ Consulting │ Advisory

40+ Years of Startup & Wall Street Experience

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Our Partners & Friends

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Happy Wellness Group

is an investment group and advisory affiliated with a FINRA-member broker/dealer. We support founders, investors, and strategic partners with expert guidance and access to our curated network. We manage a large syndicate of angels, VCs, & family offices, and host private events for our community. Our objective is to de-risk your investment by leveraging our ecosystem—bringing domain expertise, capital, and relationships—to drive toward successful exits.

Our Wellness Ecosystem

Choose Your Profile Below

  • CPG / Consumer
  • Sports / Fitness
  • Health / Science
  • Tech / Software
  • Media / Entertainment
  • Hospitality / Real Estate
  • Environment / Impact
  • Alternative Wellness
Learn More
Our Wellness Ecosystems Investors
  • Family Office
  • angel investor
  • Venture Capitalist
  • Corporate venture
  • investment bank
  • private equity
  • asset manager
Learn More
  • legal
  • MEDIA / PR / MARKETING
  • HUMAN RESOURCES
  • SOFTWARE DEVELOPMENT
  • ACCOUNTING
  • MANUFACTURING
  • DISTRIBUTION
  • asset manageMENT, etc
Learn More

Our Team

Peter Darrow Headshot

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

Peter Darrow

CEO, Managing Partner
Sarah Heering

Business Planning & Leadership
AI-Assisted Consultant
Startups & Funding
Fractional & Board Member
Mikuna Logo Image Fordham Law Image

Sarah Heering

AI Strategist & Fractional COO

Founder & Chief Revenue Officer, Engager
Board Member/Co-Founder, Heavy Brands

Board Of Advisors, Bee-Nails LLC

University of Michigan Image

Kieve Huffman

Revenue Scaling & Brand Dev. Expert
Jed kleckner, mba

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

Netscape Image Delivery Image
Wharton Image

Jed Kleckner

Advisory & Fundraising

Ariel Margolis

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


eLearning Image

Ariel Margolis

Operations & Automation Advisor

Mark NGuyen, MBA

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

Planet La Records Image Whole Foods Image

Mark Nguyen

Advisory & Fundraising

30+ Years of Consulting, BD
Managing Director of Private Investments,
Craft Capital

Founder, SMC Consulting
BD Director, CVA • SCORE Certified

NYU Stern Image SCORE Image

Rob Rinderman

Advisory & Fundraising

15+ Years Branding & Graphic Design

Laura Stark

Branding & Graphic Design

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

Susie Trujillo

Biz Ops, Growth & Brand Strategist
Ross Weiner

Portfolio Management
Financial Advisory
Alternative Investments


Carnegie Mellon Image

Ross Weiner

Advisory & Fundraising

Andrew Wilbert, MBA Headshot

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

Andrew Willert

Advisory & Fundraising

Communications / PR Consultant
Founder, Elssus
Member, HBA /
Dreamers & Doers
Cornell University,
Women’s Entrepreneurship

Cornell University

Lori Bonanni

Advisor

Venture Director,
The Fluent Group

Former Advisor, T3MP3ST
Former Product Manager 
& Designer, Genly
Fluent Image Tempest Image
University of Toronto Image

Geoff Harricks

Advisor

Head of Platform

Product Manager,
State of Colorado

Cyber Security Analyst

Skaled Image

Luke Lumbar

Staff

Ian Lyubinsky

Startup Growth

Fundraising & Market Expansion

Project Management

Investor Relations & Strategy

Venture Capital Research

Stealth Startup Image

Ian Lyubinsky

Staff
Patrick Pan

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

Vierra Ventures Therabody London Business School

Patrick Pan

Advisor

Co-Founder, The Well

Advisory Board,
Naturally LA

Founder, Cream of the Crop

The Well Image Los Angeles Image

William Iyawe-Parsons

Advisor

Elliott Schwartz

Former Deloitte Chair,

Milken Institute YLC
2x Founder (Sun Polish)

Milken Institute Deloitte USC

Elliott Schwartz

Advisor

Sabrina Guler

Founder, Intuitive CEO
Engineering PM, Apple
Featured in Business Insider, USA Today

Intuitive CEO TechInvestor Logo Apple

Sabrina Guler

Advisor

fCMO, BluPrint Marketing
VP, Strottman
Former CEO, Kid Basix
Rebrand & Retail Expansion


BluPrint Marketing Strottman Kid Basix

Susan Marx Soja

Advisor

Managing Principal,
Ojas Capital
Managing Partner,
Navicor Partners
Director, Intelliworks Corp.


Ojas Capital Navicor Partners Intelliworks

Sanin Mody

Advisor

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

Press Mentions