“The art of living lies less in eliminating our troubles than in growing with them.”

~ Bernard M. Baruch

You can only redefine success with the right team in place to help you work through the details. It’s my job to connect you with the resources you need as we start working together towards creating the life you’ve been dreaming of and deserve.

Getting Started: What is your Vision?

Your wealth management plan begins with establishing your Vision. Start to define your unique vision today. Sign up now for your complimentary Discover Session.

Financial planning

Understanding your financial resources beyond your investment portfolio is essential because it provides the solid foundation from which you can move forward. Objective financial planning gives you a clear understanding of where you are, where you want to be, and how you can get there. It also gives us the information that we need to construct the right investment portfolio for you.


My team of professionals work together with you and your accountant to support your corporate and personal accounting needs.

Divorce assistance

I have many legal and support service contacts for couples facing divorce. There are many new and innovative methods for dealing with this difficult situation, and I encourage those who are facing the challenge of a divorce to sit down with professionals whose life’s work is helping people cope with this major life change.

When Harry Left Sally…(Or Sally Left Harry): Finding Your Way Through Grey Divorce By Marion Korn and Eva Sachs

HOW TO HANDLE YOUR LATE-IN-LIFE DIVORCE – Legal and financial experts provide advice for middle-aged divorcees in new book

Your wealth management begins with Your Vision. Start to define your unique vision today. Sign up now for your complimentary Discovery Session.

Wills and estate planning

Our financial planning team and estate planners can provide you with expert guidance in the sometimes-challenging process of will and estate planning.

Third-party professionals, coaches, and consultants

Redefining Success is a discovery process, and as we work together to focus on your life vision and goals, we may uncover situations that would benefit from the assistance of specialized external consultants. These may include career transition counselors, life coaches, psychologists, therapists or other professionals who provide the kind of expert guidance that caters to your unique needs. In these cases, we would provide a pre-screened list of recommended resources so you’ll be able to choose the right professional for you.