Multifaceted business advisor. Serves clients in the corporate, entrepreneurial, and personal finance arenas. In the corporate arena, has overseen the risk assurance function for numerous entities as the Chief Audit Officer for 10+ years most recently for Cuyahoga County, OH.
An inaugural alumnus of Ernst & Young whose audit and consulting experience spans over 30 years and includes numerous Fortune 500 companies.
In the entrepreneurial arena, shepherds clients in the areas of business foundation, operations, strategy, and succession; helping them to successfully live out their dreams of entrepreneurship. In the personal finance arena, advises clients in the areas of financial stewardship, tax planning and resolution, and estate planning; guiding them to financial freedom and generational living.