They build families, businesses, communities...
and their enterprises are established and endure. - Proverb*
Who do you want to build?
Myself
Leader Development &
Personal Growth
My Family
“Conversations that matter.”
Relationships, Wealth, Legacy
My Team or Organization
Leadership Development &
Workplace Culture
I am a former CPA and wealth advisor -- who left my career in finance to earn a Master's in Psychology and focus on the "people side" of family business and wealth.
I have an empathetic yet direct style, which allows me to work well with a wide range of people. My approach is solution-focused. I help people "get unstuck and get things done" by identifying root causes -- and bringing solutions to address them. My goal is to help you meet your goals through skills and practices that enable you to thrive.
I am based in Charleston, SC and serve clients across North American and abroad.
To schedule a consultation and see if we are a good fit to work together, please contact me directly via phone or email.
Wise people are builders -- they build families, business, communities. And through intelligence and insight their enterprises are established and endure. Because of their skilled leadership the hearts of people are filled with the treasures of wisdom and the pleasures of spiritual wealth.