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Professional

Before I can speak intelligently about the products and services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Please take a moment and review the experiences and accomplishments which have led me to a desire to help people with the needs for the rest of their lives.

As an educator, entrepreneur, and counselor, I have a rich and diverse background which uniquely suits me to assist families reach their financial goals and businesses prudently prepare for the future.

For several years I was a professor at New York University and a Ford Foundation lecturer at the New School. After leaving the university I spent over twenty years in a billion dollar corporation - and an international management consulting firm.

Building on my experience as a teacher and consultant, I founded my own consulting practice which included planning and educational funding counsel.

Taken together, my diverse background provides a perspective that allows me to assist families to become financially independent in their lifetime, and provide for multigenerational wealth. An area of special interest and experience are small to medium-sized businesses. I am able to draw upon my many years of experience of running my company and meeting the health and retirement needs of my family and the families of my employees. Whether for families or businesses, I help meet the need for independence, integrity and confidence.

Education

Degree Major Institution
Doctor of Philosophy Environmental Biology Washington University - St. Louis
Bachelor of Science Center Biology Natural Systems Washington University - St. Louis