About Me

Over the past thirty-five years, I have provided advisory, consulting, and coaching services to corporations, executives, business owners, and high-net-worth families. My expertise spans a wide range of topics, and through my experience working with thousands of clients, I offer unique insights and wisdom to those I currently serve.

I support people as they transition into and navigate through the second half of life. While the later stages of life can be a wonderful, purpose-driven period, they are not without challenges. These challenges include planning for life in retirement before it begins, creating new routines of purpose, engagement, and growth after retiring, and developing age-appropriate health regimes. It also involves planning for life after selling a business built over decades, addressing the struggle with lost identity after retirement, rekindling a relationship after a long career, or preparing the next generations for family wealth. These are just a few of the many challenges I help people face.