Our Team

I work with business owners who are coachable, resourceful and decisive. I help business owners to assess personal readiness for their exit, financial readiness to exit, and business attractiveness. I find that most business owners believe it is a good idea to have a written plan, so I create written Exit Plans*.  Exit planning is good business planning, so I also believe a business owner should also have a Succession Plan and a Continuity Plan.  We call this work Business Owner Succession Strategies (BOSS).

I work with business owners to create exit strategies, and I also provide wealth management services and I am a Partner at DSB Rock Island Wealth Management. Our business owner clients need the sale proceeds from their business, and they also need their retirement savings plan at work to supplement the business sale proceeds. As a Certified Plan Fiduciary Advisor and Accredited Investment Fiduciary, I help business owners to develop retirement plans that can not only help their employees, but may allow the business owner the ability to help build their 401(k) and Profit Sharing retirement savings.

I regularly host an Exit and Succession Planning webinar, and I am a speaker on this same topic for business owner groups around the country.