When people hear that I have a background as both a CPA and a counselor, they are often curious how that came to be. The answer is simple. I saw that families deserve better.
That realization came in chapter one of my professional career. I got started at a national CPA firm, back then one of the Big 5. So I worked among the best and the brightest.
In the family wealth planning group, I saw that we could get things right and yet cause harm. And that did not sit well with me.
What I mean is we could create a plan for the transfer of assets, both during the client’s life and after their death, that accomplished their stated objectives. And yet as that plan played out, it was going to bring harm to relationships and emotional wellbeing of those involved. Families deserve better. And yet helping them anticipate and navigate such unintended consequences was outside of our area of expertise.
What was needed was a professional who understands family dynamics and the dynamics that surround wealth and business. Someone who could sit with families as they explored these things. Someone who could collaborate with the advisors, so the advisors could create a plan that made sense within that family system.
That is what I saw. Families deserve better. That is how I came to do what I do today.