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Why and how we created this profile…
English
Language
Omaha, United States
Location
Insightful and reflective
Coaching style
Hybrid
Form of conduct
As a seasoned financial strategist with 23 years of experience, I bring a unique blend of expertise and empathy to every coaching engagement. I'm passionate about helping founder-CEOs like you navigate the complexities of wealth and create a legacy that reflects your values. My collaborative approach ensures that you are in the driver's seat. I help you gain clarity about your vision for the future, build a customized wealth strategy, and confidently pursue your philanthropic goals. Together, we'll unlock the true potential of your wealth and discover the path to lasting freedom.
Is your wealth working as hard as you are? As a founder-CEO, you need a wealth strategy that's as dynamic and innovative as your business. I partner with you to design a plan that not only secures your financial future, but also aligns with your values and philanthropic goals. Let's unlock the freedom and fulfillment your success deserves.
Develop a roadmap for achieving your long-term financial aspirations.
Maximize your impact through effective and strategic giving.
Plan for a smooth transition that protects your legacy and ensures your family's security.