Me

Wealth & Well-Being

After 15 years as a financial advisor, it’s really clear to me that people want financial success because they hope it will fuel their happiness. I’ve also seen that wealth and well-being don’t necessarily come hand in hand. Each takes careful planning. And you can’t plan for one without planning for the other. Wealth and Happiness are intertwined but separate.

I Love Life!

I believe that we’re all in a big “game” the goal of which is to become as alive as possible. To live as fulfilled as we can. And as in any game, we’re faced with opportunities and obstacles – they are what make the game interesting and worthwhile.

Winning the Money Game

I also believe that money is right at the heart of the game. Central to success is building enough wealth to become financially free. And the goal is to build and enjoy that wealth while playing from our “Sweet Spot” –  applying our greatest strengths to our deepest passions to make a meaningful difference. That’s life well-played. That’s where we come most alive.

Financial Planner AND Coach?

I’m a wealth manager and I’m passionate about helping you navigate this extremely complex world of money to make great decisions about your wealth. I love helping you care masterfully for your finances.

I’m also a coach and I’m passionate about helping you live large. And that comes from knowing what you most want in life, going for it, and having your wealth fuel the adventure.

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