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

You Tree, LLC ADV and Privacy Policy

You Tree, LLC (“YT”) is a registered investment adviser offering advisory services in the State of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by YT in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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