How I can help you

Retired this January from building and running a Wealth Management company. Will have some time and would like to see if my business skills and knowledge might help a business owner to achieve bigger goals.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Customer Service
  • Management & Operations
  • Strategy Development

Industry Experience

  • Accounting & Tax Services

Communication Methods

  • In Person
  • Video