A former CPA, my career started at a Big 5 accounting firm. As part of the Family Wealth Planning group, I saw the challenges of family business and family wealth. Those challenges often overshadowed the enjoyment of working with family. I was convinced there had to be a better way, but could not find anyone who could help navigate the intersection of family, business, and wealth. Determined, I left my career in finance and earned a Masters in Psychology.
In the almost two decades since, I have learned how families can thrive -- even when business is personal. Let me help you, your family, and its business thrive.