About Me.
Investment Consultant and Executive Strategy Advisor with 17 years of global experience guiding high-net-worth individuals, entrepreneurial families, and senior leaders through high-stakes decisions that shape wealth, influence, and long-term legacy. Known for combining strategic business insight, leadership development, and disciplined execution to strengthen investment outcomes through brand growth, portfolio optimization, and executive-level performance.
Also an accomplished author and publisher, with books spanning emotional intelligence, career development, and personal branding—bringing a rare edge in communication, positioning, and human behavior that helps clients grow assets with clarity, confidence, and precision.
Education
2019-2024
Northwestern California University School of Law
Juris doctorate. Legal research and area of focus principally on business law and corporate governance.
2023
U.C. Berkeley Law
Sustainable Capitalism & ESG. Incorporation of environmental, social, and governance considerations into business and investment strategy.
2022
Cornell Law
Corporate Governance. Recognizing and mitigating legal issues. Understanding fiduciary duties required in effective and profitable corporate governance.
2022
Harvard Business School
ESG Factors in investment decisions, sustainable investing landscape, implementation of ESG metrics in investment strategy, and apply frameworks to measure and monitor sustainable investment opportunities.
2016
Motivational Institute of Hypnotherapy
Four 60-hour segments of study and practice which include theory and clinical applications of the latest advancements in hypnosis, including Cognitive Behavioral Hypnotherapy, Ericksonian Hypnosis, Energy Psychology, and Therapeutic Neuro-Linguistic Programming (NLP).
2014
Center for Credentialing
Global Career Development Facilitators (GCDFs) help people meet career goals by providing career facilitation and guidance. GCDFs work alongside professionals with more extensive training in government employment agencies, schools, universities, corporate human resources departments, private consultancy firms, and many other settings.
2003-2007
University of North Florida
Concentration: International Affairs & Comparative Politics Minor Concentrations: Sociology & French
Interdisciplinary approach to understanding economic, environmental, cultural, political and technological forces that shape today's world.