As a Best-Selling Co-Author and CEO of The Circle of Wealth Companies, I have over 20 years of experience in helping business owners and executives grow their financial, intellectual, and human capital. I am passionate about empowering my clients with strategies and solutions that align their business, personal, and financial goals, and that enhance the value and sustainability of their enterprises.

I leverage nationally-recognized and specialized methodologies, such as Business Value Acceleration, Enterprise Value Assessment, De-Risking Action Plans, and Strategic Benefits Planning, to pinpoint and mitigate potential areas of risk within my clients’ businesses.

I also teach them how to optimize their intangible capital, such as their brand, customer relationships, and management team, which significantly influences their earnings and business value. Through these approaches, I have a demonstrated history of creating scalable, profitable, and valuable entities that are ready for long-term growth and successful exit.