Coach for Business Owners
I'm a CPA, CFP, & award winning entrepreneur. I’ve advised entrepreneurs and families on wealth/business for decades. I am an owner and outside director of a nationally recognized investment firm that I co-founded.
I coach closely held business owners to get RESULTS:
Marketing & Sales
Strategic decisions, e.g., acquisitions
Family business issues
My coaching is not therapy nor telling you “what to do.” I work with business owners to reveal what's holding them back and get them unstuck so they can get meaningful results.