Credentials, Professional Designations: CPA, CFP®, ChFC, CLU
Title(s): Financial Advisor

As a seasoned financial advisor, I help business owners and their families achieve their goals in alignment with relationships and values that matter most to them.

​I began my career in financial services over 30 years ago with a Big Four accounting firm, and have since held senior positions, offering solutions to complex financial, estate and business planning issues.

I have written numerous articles on finance and business topics, some of which have appeared in prestigious peer-reviewed journals. I’ve also taught MBA classes and spoken at various seminars and conferences.

Company Name: Culivant , LLC
Business Website: https://www.cultivant.com/
Business Phone: 206-385-5200
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