You should connect with me if: You are a business owner in need of support to plan for the sale or transition of your business You are a business owner or executive in need of a goals based plan You are a successful professional seeking help with the management and coordination of personal wealth needs due to lack of time You are an individual or family in need of planning support due to a recent life changing event You are an investor seeking an unbiased second set of eyes to review your current investments You are a for-profit or non-profit entity in need of support to review and enhance your employee retirement benefits package You are a plan sponsor or plan fiduciary seeking guidance to protect or outsource multiple fiduciary duties to include benchmarking of plan provisions, investments and costs You are an investment committee or a member of the investment committee of an endowment, foundation or corporation in need of a review of your current Institutional Investment Management *Chartered Retirement Planning CounselorSM and CRPC are registered service marks of the College for Financial Planning.