Owner and Senior Financial Advisor
I am a MAKER. I have been a strategic advisor in some form over the past 28 years, starting my career in management consulting with the Boston Consulting Group. The years with BCG and then in corporate leadership roles taught me how Fortune 500 companies work from top to bottom across various industries. I learned how to recommend and implement critical changes with groups of leaders and entrepreneurs, who each have their own goals, including mergers, acquisitions, and restructuring operations. I consider myself an optimizer, because I enjoy the process of growing something that has been entrusted to me.
My blended family has 8 children, with only 2 still at home. I understand and empathize with how busy my clients’ lives are. I founded MAKERS Wealth Management with Lisa Shelton, because we believe clients who are working towards big things need a team behind them, collaborating to build a custom financial plan.
I look forward to collaborating with you.