I spent 35 years in financial services — building, and eventually selling, my own businesses along the way. I sat across the table from executives, founders, and families at exactly the moment their financial picture changed for good: a retirement, a sale, an inheritance.

What I noticed, again and again, is that the financial plan was rarely the hard part. The hard part was everything the plan didn't cover — who someone is without the title, what a founder owes himself after selling what he built, what it means to carry wealth you didn't earn.

I built this practice to do that work directly. Not therapy, and not financial planning — something in between, and something I believe most people going through a major transition don't have: a guide who has sat on both sides of the table and knows the difference between a number that's right and a life that fits.

I'm based in Naples, Florida, and I work with clients wherever they are.

If you're ready to talk through where you are, I'd like to hear about it.