Individuals

Serving individuals & businesses in the community with a focus on financial & estate strategies, tax optimization & business solutions. I work with nonprofits in support of their group retirement & investment management needs & develop an investment strategy that is as unique as the members served.

With 20+ years of experience, my hands-on approach & insights from various leadership perspectives allow me to work with you to scale your nonprofit from the inside out creating a strong, accountable and sustainable organization.

Salesforce consulting services including configuration, customization, administration, maintenance and support.

Advisor to and Interim Leader for emerging, evolving and established nonprofit organizations providing stability during times of growth and transition using an integrated, global approach to development and strategic planning for boards, operations, programs, marketing, teams, fundraising and more.