Legacy. Leadership. Relationship.
I support wealth management professionals who want more from their business than just financial return.
Because you and I both know it, the legacy you create can profoundly impact the lives of your family, your business, and your community AND the time to start that Legacy is right now.
Because I’ve been exactly where you are.
As a former “NexGen” professional, a shareholder, and an owner, I’ve experienced the highs, the lows, and the loneliness that come with building — and eventually exiting — an independent investment firm.
Frustration. Uncertainty. Anxiety.
Leading up to my exit, I was being physically and emotionally drained by a lack of transparent communication, the absence of a clear succession strategy, and fear about what would be next in my life.
But then I got clear about what a WIN was for me.
I was READY to do something else.
And this realization freed me up to make. it. happen.
Now, as a Certified Professional Coach and Registered Life Planner,
I help others do the same.
“My mission is to guide and nurture a successful and fruitful succession experience for firm founders and their successors.”
I’m a partner, guide and facilitator.
I inspire and guide my clients to fire up a vision so powerful that they can’t wait to courageously take ownership of their legacy — now and in the future.
I bring 30 years of experience in financial services to my work:
- CPA and bank auditor
- 20+ years as a Managing Partner in a money management firm
- Lead role in a management buy-out, founder succession, and sale of a registered investment advisor business
But my experience is just the beginning.
Following the sale of my business, I followed my passion — working with other professionals to create vision-centered succession plans for an enjoyable succession event and a positive legacy
I became a Certified Professional Coach and Registered Life Planner (RLP) with the Kinder Institute of Life Planning, and I’ve been supporting my clients to craft meaningful lives and legacies ever since.
Are you ready?
Craft the living legacy and succession plan that’s right for you.
Are you prepared for your leadership succession?
Subscribe today to learn the 2 key elements of a successful transition — and the #1 obstacle.