Providing coaching and consulting services on lifestyle planning, personal financial decisions and business decisions plus serve non-profit organizations on succession planning for the founder or key executives. I have served in the quarter back role for private banking and commercial clients throughout my 40 plus year banking career. In the midst of being certified as Retirement Planning Advisor. I have expertise in corporate governance and family governance. I have facilitated meetings to find the best solutions that serve the business owner, family or nonprofit organizations. I have experience with vetting and understanding nonprofit organizations and vehicles to donate through DAF's or family foundations.