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Welcome…I’m glad you’ve found us! For nearly 20 years, I’ve helped my client family make smart decisions about money so that they can focus on what's important. For them, it’s so much more than numbers. It’s about having the comfort and confidence they’ll have the retirement lifestyle for which they’ve worked so hard.

I created Next Adventure to merge my passion with my purpose. You know how it is. It’s in your DNA. When you’re not riding, you wish you were. I’ve got the same gene. I truly love what I do. With a deliberate and detailed process, I help provide my clients with clarity. They understand the realities of their financial situation and move forward deliberately, with confidence that comes from this understanding.

So once again, welcome. Take some time to peruse our site and see if it might make sense to give us a shout. In the meantime, take care and ride safe!

Warmest regards,

Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.