I help business owners see their business not just as a source of income, but as a valuable financial asset.
As a Business Wealth Advisor, I work with owners to understand and maximize that value through a structured assessment process—developed at M.I.T. and endorsed by Inc. Magazine—that identifies opportunities and gaps related to growth, succession, and exit planning.
In addition, I provide personal financial planning, investment advice, and ongoing investment management to help individuals and families align their resources to support their long-term financial independence.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Williams Financial Coaching & Consulting and Cambridge are not affiliated. Fixed insurance services offered through Williams Financial Coaching & Consulting.
