Personal Advisory
Sometimes you just need to think it through with someone who's been there.
Personal advice for career, financial, and life decisions — Tampa, FL and worldwide by video.
Who is this for?
At some point, most of us get stuck. Life moves fast, decisions pile up, and it can be hard to see clearly when you're in the middle of it. Sometimes what you need isn't family, a therapist or a coach — just an objective person who will listen, ask the right questions, and help you find your own way forward.
People who reach out often describe it like this.
"I'm not sure if I should stay at my job, leave, or do something different entirely."
"I have a big financial decision to make and I can't figure out the right answer."
"I know the next chapter of my life needs to look different — I just don't know where to start."
"I feel stuck, but I can't even explain why."
Real Examples
Finding what actually matters
Someone came to me feeling stuck but couldn't explain why. She was successful on paper but something felt off. We worked through her core values, looked at where her time, energy and money were actually going, and identified what was out of alignment. She's now setting goals that reflect what she actually wants — not what she thought she was supposed to want.
Career and money, together
A mid career professional I talked with was struggling with debt and career uncertainty at the same time. We untangled both — mapping out what he needed to earn to support his family, which career paths could realistically get him there, and what he actually wanted his life to look like. Sometimes the financial picture and the career question are really the same question.
Finding your voice
A woman I spoke with needed help communicating her organization's mission — in meetings, at events, to strangers she'd just met. We worked on her story, her confidence, and how to make what she does land with people. She went from dreading those conversations to owning them.
How It Works
First we talk
We start by talking through the problem you're facing and what brought you to reaching out. It's important that my approach is a genuine fit for you — and that you're in a place where you're ready to work toward a solution.
Then we figure out a plan
Every situation is different, so every plan is different. Some people need to step back and look at their core values — and whether their life actually reflects them. Others need a concrete financial plan so they can feel in control again. The process is built around you, not a template.
Then we work through it
We meet in person or virtually every two weeks to jointly work through the problem you're facing. I'll occasionally suggest things to think through between conversations. Keep in mind — you're the one solving the problem. I'm here to help you do that.
There's no fixed fee for this. If we work together, I'll suggest something that feels fair based on your situation. For some people that's a donation of whatever feels right. For others it's nothing at all — I keep a couple of spots open for people who need this most and can't pay. Cost is never a reason not to reach out.
Who I Am
Photo coming soon
I've spent the last 26 years at a large professional services company, working in a range of roles — leading teams, working as an individual contributor, and everything in between. I've seen how individuals and organizations work from many different angles.
But my background is a lot wider than that. I've been a bartender. I've owned a small business. I've seen both ends of money — the kind where you're counting every dollar, and the kind where you can actually take a vacation. That range of experience shapes how I think about problems.
What I enjoy most is problem solving — especially when the problem involves helping a person figure something out. That's always been true, whether I was behind a bar or in a boardroom.
Maybe it's my age, the beard, or that I have now "been there and done that" but over the past few years, people began coming to me for help with their personal challenges. This is my small way of helping more people.
My wife and I have been married for 25 years. Together we raised three daughters — she did the hard work, I mostly tried to keep up. That experience taught me more about listening, patience, and navigating complexity than anything else in my life.
I'm not a therapist or a life coach. I'm just someone who's been around, paid attention, and has a habit of asking the right questions.
Get in Touch