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The Wealth Exec.

“Wealth isn’t just about how much money you have, but also about your health, mindset, and inner peace. It’s my honor to accompany you on this journey towards true wealth.” 
Education Icons - Free SVG & PNG Education Images - Noun Project  Accounting MS.
 Person Icon, Transparent Person.PNG Images & Vector - FreeIconsPNG  Controller / CFO for 16+ years
Strategy Icons - Free SVG & PNG Strategy Images - Noun Project Professional Strategist
Certified Icons - Free SVG & PNG Certified Images - Noun ProjectCertified Emotional Intelligence Practitioner
Certified Icons - Free SVG & PNG Certified Images - Noun ProjectCertified High Performance Coach

I’m on your side!?

After 16 + years as a Controller /CFO, my goal is to give back on a grander scale! 

Understanding the realities of running a business vs. responsibility to investors & creditors can be a daunting task. Although these areas, at times, can  conflict, the key is to realize we all want the same thing…. at least 95% of the time 😂🤣.

 My role is to seamlessly integrate the various pieces of the puzzle, ensuring a cohesive and effective strategy.

I’m a mixture of unshakeable optimism & a realist; if that could ever exist! It’s important to understand my feedback, though it may not always align with your expectations, is always driven by a focus on tangible results.

We all know management ranks as one of the most difficult aspects of running any business, it’s imperative to consider our performance in this area. Our employees are one of our greatest assets but can also be one of our greatest liabilities; if not handled properly. 

I’ve always been dedicated to those entrusted in my care. This not only includes the organizations that sign my check but the team that surrounds me.

Leadership is not being an authority but a person who ensures he/she is fostering each individual’s strongest self.  Why?… You ask.

Well, I answer…  Why not?… The team you create around you is your biggest asset to get you across the finish line, to reach unbelievable growth & profit.

I’m excited to provide resources that remove a sense of doubt and anxiety for business owners & Executives. As well as provide tools that help organizations reach their goals!

My Professional Creed

I commit to serving with integrity and empowering those around me to foster a culture of innovation, respect, collaboration and personal growth in our community. I pledge to provide unparalleled value not only to our members but equally as important  to my fellow team members, allowing them to foster their own wins, to grow along side me. My aim is to  positively contribute to our industry and society while upholding  transparency, integrity, and honor in all we do.