Are you looking for a Certified Value Builder™, Certified Exit Planning Advisor™, or Fee-Only CERTIFIED FINANCIAL PLANNER™ professional?
Fee-Only ↔ Fiduciary ↔ Independent
As an entrepreneur, angel investor, financial advisor, and value growth coach, I leverage over 20 years of direct hands-on experience building business value – to help owners like you gain the freedom to live the life of your dreams.
I’ve personally experienced the start, growth, and sale cycles of entrepreneurship. Rather than spending my early retirement on a beach, I followed my passion for learning to obtain the Certified Financial Planner™, Certified Value Builder, and Certified Exit Planning Advisor™ designations.
These enable me to take a holistic view of an owner’s situation to help guide them toward the freedom and success they are working hard to achieve.
I’m passionate about helping small business owners escape the Owner’s Trap to experience the Freedom you originally started your business to achieve.
Both Business Advisement/Coaching and Financial Planning are very relational processes. In fact, the relationship part is likely just as important as the process – if not more so. You need to not only trust your advisor professionally but you also need to like them personally.
Here are a few points I think are important to understand about me.
My wife and I live in Mount Pleasant, just outside of Charleston South Carolina. We’ve been married for over 25 years and have one daughter who is married and living in Georgia.
We enjoy quite a few outdoor activities such as walking, running, hiking, and cycling. Travel is also a priority for us. We definitely value experiences over “things.”
I love serving people not only with Small Business Advice & Coaching and Fee-Only Financial Planning but through volunteering at a variety of organizations.
A few of the places I’ve been serving in recent years are:
- The Financial CARES Ministry at Seacoast Church
- East Cooper Community Outreach (ECCO)
- 180 Place (homeless shelter)
- Seacoast Young Professionals
- ICAT Entrepreneurship program at the College of Charleston
- Workplace Impact @ Seacoast
Learned Life Lessons
There have been seasons in our lives when we had very low income and loads of debt. There have been other seasons when we had a really high income – and still loads of debt. My family and I have learned a lot through more than twenty-five years of marriage, raising a wonderful daughter, starting, growing, then selling a business, and also coaching others. We’ve gained real-life experience about important business and personal finance topics to understand what works and what doesn’t.
It was bumpy at times, but through the years we have been able to attain debt-free status and a comfortable level of wealth. We also learned a lot about dreams, priorities, goals, and plans… and I love sharing those experiences with clients; helping them navigate (or avoid) many of the same pitfalls.
Let’s Get To Know Each Other
That’s the short version of who I am. Now I’d love to learn about you. If you’d like to chat just click Get Started. It doesn’t cost anything for us to talk to see if it makes sense for us to engage in a business relationship.
I look forward to hearing from you!