About Me
Executive Sounding Board to Family Leaders. Independent Family Office Executive dedicated to creating holistic and actionable strategies to preserve your family legacy for generations. My mission is to guide families on a comprehensive journey, seamlessly navigating the complexities of wealth management, financial planning and philanthropy.
Where I can help
Accounting
Bitcoin
Charity & Non-Profits
Coaching
Finance
Networking
PBD Podcast
Philanthropy
Rates
Find me on the Minnect app and ask me a question or booking a call!
Quick Question
Ask a text question and choose the response format you want.
Text Answer
Get a text response to a text question
$ 25
Video Answer
Get a recorded video response to a text question
$ 45
Video Call
Book a time for us to have a one on one call for the most personalized advice.
$ 50 per minute
15 minute minimum. Extend time available in call.
Online booking coming soon!
5 (1 reviews)
Keenan Roberts
April 3, 2025
Thanks, Tommy—I really appreciate the insight and encouragement. Staying humble, building trust, and playing the long game really resonated with me.