To thrive in any role or relationship -- you need People Skills.
Being Present and Productive
Helping Others Grow
Family Business & Family Wealth Consultant;
Author of In the Company of Family: How to Thrive When Business Is Personal
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.
* This is an excerpt from Proverbs 24:3-4 TPT, which inspires my work. 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.