My team and I are trusted advisors to successful families, either educating/coaching the family or taking care of things directly so that ALL their major family, business, and ownership issues are handled well. We hold hands, give advice, teach, create/review ownership structures, help with corporate and family governance, oversee their wealth management, and help the family find and hire great professionals for all of these. Full transparency, no conflicts of interest, always in the client’s best interest.

As a middle-aged recreational triathlete, I’m here to have fun, get healthier, grow old gracefully, and get as fast as my time and the job/family needs will allow. Primary fitness goal is to comfortably complete an Olympic-distance triathlon.