In over 35 years as a financial executive across many industries,  I have been consistently driven by the energy, dedication, and enthusiasm of entrepreneurial business owners.

I also enjoy nature hikes with my family in North Georgia and Western Carolina Mountains. Hiking up a mountain trail reminds me of building a business... it's a journey.  Sections of each hike alternate between steep, rocky, or flat... and at the top... enjoying a360° view of the "journey" that's been accomplished.

Hiking is where I discovered the Trillium plant that led to 'Trillium Financial.'  As I helped business owners and their leadership teams realize their financial goals, my clients and colleagues began to refer to me as their 'Numbers Coach.'  Just like any growing business, it evolves and so has Trillium.  Rebranded as the 'Numbers Coach.'

I help bring clarity around my clients numbers and equip, educate, and empower them along their journey to reach the summit of financial success.

Why initially Trillium?  The latin phrase "omne trium perfectum": everything that comes in three is perfection.  After so many amazing hikes with my wife, and discovering the Trillium plant together, we found out on the 3rd day, of the 3rd month, of the 3rd millennium that we were having triplets.

As the Trillium shows me, good things come in threes, and I have been blessed by the power of three.

Our company wishes you and your business the best of success in everything you do.