I work with professionals who are in the middle of a real transition, or standing at the edge of one. From the outside, life looks stable. Inside, something is shifting: a promotion changes the family dynamic, a role pays more but costs more, a move is looming, school is calling again, or rest is overdue.

I offer a private place to think clearly about long-run outcomes across career, money, relationships, and education. We filter noise, name trade-offs, and get specific about what you want and what you don’t want. The aim is steady progress, not dramatic reinvention.

Experiments matter because most people don’t need a grand move. They need a safer way to move. We treat next steps as small, time-boxed tests grounded in real evidence, then adjust as you learn.

I’m Cambridge-educated and trained in investment thinking. I’ve worked in pension asset-liability modelling and spent many years advising emerging leaders inside a large sovereign wealth fund. I’m also a former CFA charterholder, stepping away from the designation after decades of it being part of my identity. That experience gave me a clear view of how formal training can quietly become a cage, and how difficult it can be to loosen your grip on a credentialed self-image even when it no longer fits. I help people do that work with honesty and steadiness.

I’ve made my own non-linear transitions: building and shutting down a business, stepping away from a global teaching circuit, and taking a three-year sabbatical living aboard a sailboat on Canada’s west coast. Those chapters taught me that big decisions rarely live in one lane, and that “success” can stop fitting long before it looks broken.

I’m steady, direct, and discreet. I’m not inside your firm’s politics. My loyalty is to you.