My role is to help successful families and business owners like you plan for and transition into the next act of your life. I’ve learned that these transitions have more to do with significance than success. And often, it is more about impact than income. I love working as a steward and a guide to help you through these transitions because you deserve a team dedicated to helping you navigate every step ahead.

My mission is to help you quiet the noise that surrounds you, create clarity on your purpose, and help you navigate the complexities of moving to your next act so that you can continue to live the amazing life of significance you deserve.

My unique ability rests in the discovery process. A powerful comment we consistently receive from clients that truly differentiates us is that we really care about them, their family, and their wealth more than anyone besides those that share their last name. This sounds simple, but the results are in the details.

Our perpetual focus on both your big picture vision and immediate short-term goals allows us to act as your personal CFO and solve your most important family and business challenges.