I am the founder and president of The Wealth Conservancy, Inc., in Boulder, Colorado, where my colleagues and I provide wealth-coaching and financial-planning services to clients nationwide. I frequently speak and publish on financial issues, and prefer advocating for and empowering those who have inherited significant assets and want to harness their wealth’s potential and realize their life’s greatest ambitions.Before entering the financial services industry, I earned a Bachelor of Science degree in chemical engineering at Case Western Reserve University and worked for major corporations in that field. In 1983, I transitioned away from engineering and became a CERTIFIED FINANCIAL PLANNER™ professional.