How I can help you

Retired this January from building and running a Wealth Management company. Will have some time and would like to see if my business skills and knowledge might help a business owner to achieve bigger goals.

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Customer Relations
  • Operations
  • Strategy & Planning

Industry Experience

  • Finance & Insurance

Communication Methods

  • In Person
  • Video