As a small business owner for most of my adult life I know both the exhilaration and the pain of choosing that career path. Managing people, processes, and finances are crucial if you want to be successful. I work closely with my clients to help them navigate through life’s next steps…whether that’s sipping cocktails on a beach or volunteering in their community. My practice is built around taking the time to understand my client’s unique needs, working to help small business owners and entrepreneurs build their wealth and transition to a life beyond work. I am a big fan of sharpening my skills. The more I learn the better I can serve my clients. To that end, I hold both the Accredited Small Business Consultant® and a Certified Investment Management Analyst® credentials, and have recently earned an MBA, specializing in accounting and finance. I try to practice what I preach both--professionally and personally. When I’m not giving my beautiful wife tips on managing her own consulting firm, or discussing crypto currency or career plans with my nieces and nephews, I am blessed to have incredible friends that will challenge me to a competitive golf or tennis match or a debate about the best wine to serve with a steak.