The Unexpected

Dec 13, 2017 | Doug


In a world where the unexpected has become the expected, my role is as much about crisis management as it is about financial management.   Most often, I will meet a successful executive, retiree or business owner when they are experiencing an unexpected event that threatens their financial health.  They want someone to lead them from the chaos.


My job is to take a creative and adaptive approach to problems.  Every situation is different.  My hope is that I bring order to disorder while bringing down stress and fear and giving clients peace of mind.


If this sounds like you, I am here to listen and help.  




Personal finance