Jeff and Heather each own and operate their own successful enterprises. Jeff built and led a thriving tax and accounting practice for many years before selling it to launch his next venture as a Fractional CFO, helping clients grow and manage their personal wealth through business ownership. Heather has spent over a decade building her internationally recognized business coaching firm, guiding business owners to build profitable businesses that work without them. 

Their business achievements have allowed them to expand into real estate, developing a diverse portfolio of commercial and residential properties across multiple states. In 2023, they acquired a tennis and pickleball retail store on Hilton Head Island and are now preparing to open a second location.

Through following the same wealth-building blueprint they’ll share with you, Jeff and Heather have grown their personal portfolio more than 100x. Their mission is to help business owners understand their numbers, increase business value, and achieve financial freedom.

Jeff and Heather live in Margaritaville near Hilton Head, South Carolina, and are proud parents of two accomplished adult children who have each built thriving careers of their own.