I can help improve business performance in the areas of finance, operations and strategic planning. As a Certified Financial Planner, I have advised small business owners in the areas of financial management, corporate retirement plans, succession planning, and strategic plans. As Chief Operating Officer for a small company, I can provide additional advice in the areas of business management, operations and human resources.
I'm currently employed with the financial planning firm Lesjak Planning.
I have also served on numerous community non-profit boards.
Contact me to discuss how I can help.