I am a change agent who is passionate about helping people realize their financial, personal and career goals. I am also driven to make my community and world a better place. Life is too short to settle for less! Are you getting the most from your wealth, personal talents, goodwill and hired advisors? Do you need a strategy and reminder to live the life you have always dreamed? Specialties: Comprehensive financial planning, investment advisory and wealth management. Investment minimum $1MM+, specialized in "life event" planning: Retirement, Business Liquidity, Family Loss, Wealth Transfer and Divorce. Investments, Financial Planning, Insurance, Tax, Estate Planning, Charitable Giving Strategies and Family Office Services. My purpose is to help people shine where they naturally shine.