I serve high net worth (HNW) individuals such as company founders, entrepreneurs, and corporate executives.

My journey into this passion project stems from personal experience. As a former company founder and entrepreneur, I was fortunate to achieve success relatively early. I sold my first company at the age of thirty-seven and my second at forty-five, transitioning into a “retirement” phase that has spanned nearly a decade.

Like many, I lacked a clear plan after leaving my full-time job. Most available public resources seemed tailored to individuals in very different wealth and life stages. I became a client of several financial and investment advisors and discovered that their expertise didn’t align with my needs. None had experienced retirement firsthand, nor had they amassed high levels of personal wealth. Consequently, their products, advice, and counsel fell short of my expectations.

Driven by this gap in support, I launched this wealth coaching platform and offer my services in conjunction with a boutique family office and wealth management firm, a firm built by entrepreneurs for entrepreneurs.

My aim is to assist HNW individuals in contemplating, preparing for, and navigating life both before and after selling their businesses or departing from corporate roles. With nearly a decade of personal retirement experience, I’ve honed the insights and strategies necessary to navigate this phase successfully.

I look forward to connecting with you.