My Collaborative Approach

As an advisor, attorney, and Certified Exit Planning Advisor (CEPA) with over two decades of experience, I've specialized in turning complexity into clarity. I believe the best insights emerge when people facing challenging decisions learn from each other rather than working in isolation. That's why I create collaborative spaces where people can explore their key concerns and discover solutions together.

A Unique Multi-Generational Perspective

What makes my work different is simple: I actually live in three generations of family business simultaneously. I'm a first-generation entrepreneur running my own businesses, a second-generation business leader working alongside my mother, and a fourth-generation owner in a family business that has reached the cousin consortium stage. This gives me something most advisors don't have—I understand how each generation thinks, I’ve sat in several seats at the family business table, and I can bridge conversations that others struggle to navigate.

From Compliance to Connection

In my legal career, I focused on transforming complex regulations into clear action plans for Fortune 500 organizations. Now I use those same skills to guide clients through transitions that honor both individual needs and family or enterprise goals. I also believe strong communities—whether family, business, or civic—make everything work better for long-term success. The key is bringing people together in environments where they can have honest conversations about discuss options for how to move forward.