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Mission

Mission

My mission as a coach and consultant is quite simple:

To help individuals and organizations succeed, thrive and navigate challenging transitions.

How did I come to want to do this kind of work? An advertisement in the Rotarian Magazine caught my eye one day. It had a photo of a person looking at the reader asking, “Why retire when you have so much to offer?” That was the beginning of my journey to become a coach and consultant. I knew that I would be selling my financial planning business soon, but didn’t really know what I would do next. It’s been very rewarding for me to have had two careers: The first as a school psychologist and licensed therapist, and the second as a financial advisor and co-owner of a nationwide investment planning firm. Over that 30-year time frame, it was quite a ride! So, I thought it would be exciting and fulfilling to combine all of those experiences, enroll in an advanced coaching training program and launch a new business that allows me to share all of these experiences with people.