I'm not your typical financial planner; actually that is why I don't call myself a financial planner. (However, I seem to always get lumped into this category.)

So what am I? I look at myself as an accountability specialist and a solution finder. Overall, I believe people and businesses know how much they need, and I believe people and businesses know when they are overspending. Where I come in is person who reminds them regularly of these boundaries.

For 15 years I worked within my family business in charge of Human Resources, Marketing, Business Development, Sales, Training, and Customer Support. After selling our family business, I decided to focus on 4 areas:

One word to you, don't call or email me if you don't want to be held accountable. I believe in results. Success only happens with ACTION!!!