With 20 years in banking and capital markets, and over 15 years as an entrepreneur and private investor, I’ve learned that financial success means little if it isn’t sustainable — or shared across generations.

Today, my mission is to help business owners and families align business growth with personal financial freedom.

I work with clients to:

Financial Planning, Tax Coordination, Estate Coordination, and Investing

Increase the value of their companies

Design thoughtful transition and succession plans

Build multi-generational family wealth rooted in purpose and legacy

By combining real-world experience, financial strategy, and empathy, I help families transform years of hard work into lasting prosperity — ensuring their success outlives them.

"Build value. Transition wisely. Preserve legacy."

My Blog is www.capitalcompassandkey.com

Website: www.infinitewealthplanning.net