After 31 years in corporate business development roles, I came to a point in my career where I had the luxury to pursue my passion: helping entrepreneurs, business professionals and families understand how to make their money work for them.

One of my core strengths is clarifying goals and then breaking them down into relevant and achievable next steps. Clients appreciate my passion to educate and my honesty and concern about what is going on in their lives. I have had the honor to work with families both as a volunteer and professional, helping them by understanding their financial risks.

I am fortunate to have discovered my life's purpose, and I am committed to:
- Fostering an ongoing relationship
- Preserving and developing the value of the family business
- Developing strategies for lasting income in retirement
- Teaching younger generations about money