Founder, President
CurrentFor 30 years, insurance companies, not-for-profit organizations, attorneys, prosecutors, judges and juries have relied on me to accurately and holistically digest and present what are often complex financial situations and circumstances in a cogent, memorable and persuasive format – all to help them and others better understand and resolve a financial query or dispute. My clients have acknowledged me with a career satisfaction rate of 98% and I relish helping them make the most informed and intelligent financial decisions they can make.