In a career that spanned a portfolio of responsibilities from individual contributor to executive, I know that the only constant in Financial Services is Change. Let me help you overcome the stress of leading in a corporate environment, running your independent practice, or building the unique offer you’ve always dreamed about. We are never “going back” to how things were, so let’s create our own future. I can help you leverage technology, systematize what you already do well, and attract top talent that syncs with your core values. That doesn’t mean I’ll tell you how to run your business. My goal is to customize, systematize, and realize the best of what you bring to your clients.