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portfolio construction, retirement issues, estate planning, and asset protection strategies

Over 25 years

Consumers, business owners, federal employees

Retail and wholesale art, art workshops, retreats

20 years experience,

Consumers, public land, museum and historical shops, boutiques.

Personalized, private public speaking coaching

15 years radio broadcasting; 20 years teaching/coaching

Individuals, businesses, non-profits

Financial coaching, customized plans

15+ years in the financial industry

Motivated individuals/families seeking to take control of their finances through education/guidance.

Bookkeeping, Financial Advisory, Payroll, Reporting, Accounts Payable/Receivable

● 15+ years of corporate and small business ownership

● Solopreneurs, micro businesses, SMBs up to $5M

Podcast booking & boosting, podcast startup, digital marketing strategy and execution

11 years in the digital marketing industry

SMBs in the B2B space with revenue of $2M+