Financial Planner and Prosperity Coach
My Professional Body of Work Includes:
- Over 20-years working as a comprehensive financial planner.
- Consultative work around complex business transitions and buy-sell planning.
- An in-depth background in insurance, mortgages, investment management, and legacy planning.
- Big picture planning and coaching to help businesses and families understand the critical success factors necessary to meet goals.
- Coaching both couples and individuals through contentious divorces, and divorces where there his high financial complexity.
- Successfully working alongside business owners and senior executives to co-create solutions around obstacles that hinder their time, energy and focus.
- Formulating and executing project plans, and keeping projects on target.
- Collaborating with other trusted professionals, and knowing where to turn to find the right answers.
- Real life experience with my personal divorce, and as a child of a toxic divorce.
Education & Certifications
- Masters in Business Administration (MBA), Marymount University
- Bachelors of Science in Economics, Frostburg State University
- Chartered Financial Consultant (ChFC®), American College
- Certified Divorce Coach (CDC®)
- Transformational Leadership