I'm an independent CFP(R) professional with 10+ years of comprehensive financial planning experience performing the full range of investment, retirement and estate planning for high-net worth investors, executives, young professionals, business owners and families. As a fiduciary, I can only serve my client's best interests, free of conflicts of interest. I also provide business consulting to small, family owned & emerging companies, including strategy, marketing, technology, financial planning, team building, talent acquisition & development.I have 30+ years of global experience for Fortune 500 industry leaders, entrepreneurs and early stage companies. I especially enjoy helping individuals, teams and organizations identify, clarify and achieve their goals.