Are you prepared for your leadership succession?

Subscribe today to learn the 2 key elements of a successful transition — and the #1 obstacle.

Firm Founders or Owners

You need an effective succession plan to ensure your legacy in the business you’ve worked so hard to build. But planning for a smooth, supportive, and satisfying transition — one that you can actually enjoy — can be difficult on your own.

  • What do you really want out of your succession?
  • How do you identify, engage, and groom the right successor?
  • How do you make sure that the business thrives throughout the transition?

 I can help.

NexGen Professionals



It’s easy to feel disengaged and frustrated when you’re at a firm that lacks a clearly communicated vision. Maybe you’re at a crossroads, wondering what’s next for your future, for your career, for your peace of mind. It’s time to take stock.

  • What does success look like for you?
  • How do you create the career you truly desire?
  • What actions can you take to courageously move toward your vision?

I can help.

 I believe in the power of a compelling vision to unite wealth management firm owners and “NexGen” professionals in a common mission to do well, make a difference, and enjoy the journey.

I’ve been where you are.

With over 30 years’ experience as both a NexGen professional and a firm owner, I know what it feels like to take ownership in a wealth management firm — and to recognize the moment when it’s time to move on.

  • Navigating the complexities of growing a business
  • Bridging the communication and generation gap
  • Creating an engaging firm culture while taking great care of clients

I understand how isolating it can be to create and execute a real plan for an ideal succession event that aligns with your vision for yourself, your team, and your clients.

With deep roots in business and money management, a lifelong fascination with what makes people tick, and countless hours of coaching training, I ensure that you feel empowered, heard, and understood during your leadership transition. Read more about me here.

Vision. Passion. Purpose.

I’ve designed a process to ease your transition.

Work with Me.

Firm Founders and Owner

Are you an RIA/Financial Advisor who has put off succession planning and doesn’t know where to start?

  • Establish a compelling vision for your legacy
  • Identify a successor to carry your torch
  • Generate buy-in for a fulfilling now and a successful future
  • Strengthen the relationships critical to your transition

Start planning for the legacy you want.

NexGen Professionals

Are you a NexGen Professional who’s feeling unsure about your ownership prospects in your current firm?

  • Gain clarity around your career path
  • Strategize clear, effective actions
  • Identify professional development opportunities
  • Create empowering changes

Get clear and feel empowered. You don’t have to settle.

Don’t settle for business as usual.

Craft the living legacy and succession plan that’s right for you.

Are you prepared for your leadership succession?

Subscribe today to learn the 2 key elements of a successful transition — and the #1 obstacle.