Feel like you are standing in a field all alone? You are an entrepreneur…a business owner who has created and built your legacy but it’s time to ensure that your hard work will be preserved for generations to come. I am not a lawyer or an accountant…I’ve worked with many of them over the years, but that’s not what I do. I am a strategist who can step back and look at a complex scenario, analyze things quickly, and develop strategies to achieve results.
Health and Wellness Advocate
How can your life be in balance if you don’t have physical, mental and emotional health? I realized this in my own life after experiencing a world class roller-coaster ride through my 40’s (and now 50’s)! Check out my blog, and my IG account, to learn more about my journey towards health & wellness over age 50!
Family Office Manager
Managing a Family Office is creating a strategic plan to build, monitor, and adjust the moving pieces over time in order to achieve your goals and objectives for your family, your life, and the Legacy you want to leave.
A Different Perspective
You’ve become an Expert in your field…whether it’s technology, finance, manufacturing, or more…but you need a fresh set of eyes to give you a different view about your strategy.
Complex situations do not always require complex solutions. One of my earliest mentors taught me the value of KISS methodology – keeping it simple!
I can offer you a fresh perspective and an outlook on how to accomplish your stated goals as we have defined them.
Eat Like Your Life Depends On It!
I looked at a picture of myself on Father’s Day 2019, and it was hard to recognize the guy in the picture! To make it worse, I just reviewed my blood work with my primary care doctor, and it wasn’t great. My blood pressure was high, my cholesterol was elevated, and I weighed 275 lbs. Something had to change!
Please reach out to me for a Confidential Discussion to determine if we can help you achieve your life goals!