
Most entrepreneurs have 80 to 90% of their wealth trapped in their business, no clear path to getting it out, and a spouse at home who is quietly losing faith in the plan.
That's not a business problem. That's a life problem.
I know because I've lived it. I've built businesses, lost one, and rebuilt again. I've lost two families because I didn't have the guidance I now offer you. When I say I understand what you're carrying, I mean it in ways most advisors simply cannot.
That's why I became a Business and Wealth Strategist - not for entrepreneurs in general, but for this entrepreneur.
Through my partnership with Brad and Rob at MExit Inc. (MExit.ca), I guide business owners and their executive teams through the shifts that maximize business value and position them for the strongest possible exit, while simultaneously building the personal wealth strategy that protects their family right now.
Between us, we've run real businesses across automotive, oilfield services, SaaS, engineering, and more. We have the scars to prove it.
Your business wealth and your personal wealth aren't two separate conversations. They require one complete financial architecture.
Until now, getting there meant hiring a business coach AND a financial advisor and hoping they were talking to each other.
I was built to close that gap - and the Wealth Accelerator Summit is where that work begins.
The Contribution Trap: Why Traditional Financial Wisdom No Longer Fits Today's Investors

Dr. Richard Kaye is a trusted authority on credibility, visibility, and the role trust plays in sustainable success. He works with entrepreneurs and thought leaders who want to be taken seriously before they speak, sell, or lead. Through strategic positioning and verified media recognition, Richard helps clients shift from being overlooked to being respected. His work demonstrates that when trust is established first, influence expands, decisions happen faster, and opportunity no longer needs to be chased. It chases you!
He is the author of The Trust Economy, a number one best-selling book, which was also the number one book in business strategy.
Richard is also the recipient of the White House President's Lifetime Achievement Award.
From Hidden to Headline with Profitable, Powerful Publicity

Kristen David, a former trial lawyer who built and sold a million-dollar-plus firm that ran without her, now helps owners of professional service businesses implement the CEO Operating System. She transforms companies into self-managing, hyper-efficient organizations by training teams to leverage AI and strategic decision-making frameworks. This allows owners to finally step out of the day-to-day and lead a thriving, profitable business. Kristen’s #1 bestselling book, Uplevel Your Business, Uplevel Your Life, was named in Forbes as one of the Top 21 Business Books of 2021.
Kristen’s no-nonsense approach & results-oriented methodology has allowed her to help more than 1,500 business owners better manage their businesses. She also walks the talk and practices what she preaches. In her first year in her new business, she went from $0 to $10k in month 1 to $100k in month 12 while growing an incredible team. She runs her virtual business from around the world living 1/3 in Seattle, Wa, 1/3 in Paris, France and 1/3 traveling all thanks to the help of SYSTEMS!
Becoming the Owner Who Designs a Business That Works for You

Melanie Seneviratne is the founder of Your Fractional COO Inc., where she helps business owners streamline operations, improve efficiency, and implement better workflows and processes that support sustainable growth. She works with entrepreneurs and professionals to create more organized, profitable businesses that are less dependent on the owner doing everything themselves.
The Hidden Cost of Inefficiency: How Better Systems Create More Profit, Time & Growth

Jodi Barrett is the founder of KBStronger and creator of the Kettlebell Strength Method, a philosophy that blends strength training, nervous system regulation, and sustainable movement for everyday life.
After reinventing her life at 41 following more than a decade as a stay-at-home mom, Jodi built KBStronger into a growing movement focused on strength from the inside out. She purchased and expanded a kettlebell certification company across Canada and now works with coaches and clients through certifications, online training, speaking, and the KBStronger platform.
Her work centers on resilience, reinvention, and helping people build real strength that supports both body and life.
From Burnout to Capacity: Rebuilding the Nervous System Through Movement

I am originally from Stockport in the North West of England (my accent also gives this away!). I founded Spending Made Easy in July 2016, after being made redundant from BAE Systems 12 months before. I did some great volunteer work during my 12 months off, and even raised a Guide Dog Puppy “Monty” (do not set Me off!). At Spending Made Easy we are experts at budgeting, and we take all the stress, worry, panic, uncertainty, and often sleepless nights out of our Clients mundane and tedious day-to-day finances and budgeting.
We even help partners stop arguing with each other over money… We change lives!! It is fabulous and I absolutely LOVE what I do, and I am on a mission to get as many people as possible with a Spending Plan! Spending Plans change lives. I am also a regular contributor on the fabulous internet radio station; “Podcast City Radio” here in South Australia where we talks“all things budgeting” every alternate Wednesday morning at 8am (after the news) with our fabulous host Ron Fiedler.
Budgeting Is Crap! You Can Succeed Faster Without One.

Several years ago, Sara Roccisano left her tenured career in finance and renewable energy across Wall Street and Corporate America to undergo a profound personal transformation. Today she is a world-traveling author, international speaker, a wayshower, and the founder of Embolden Adventures. Her life’s adventures are as expansive and colorful as the cultures she’s encountered across the world.
Sara aims to inspire personal, professional, and spiritual development through these extraordinary times of change and transformation. Driven by adventure and curiosity, Sara brings a unique mix of optimism, effective communication, and a strong sense of connectedness, enabling her to wonderfully motivate individuals and groups.
Sara’s philosophy is fueled by living life courageously, being emboldened through unique experiences intended to free the confines of the mind and the unsatisfying limitations in the everyday.
From Corporate to Creation: An Emboldened Adventure Towards Transformation

Maria Riegger is based in the Washington, DC area. She is a corporate and civil litigation attorney, author, TEDx speaker, and certified trauma-informed parenting coach.
In helping parents work on their self-improvement, Maria discovered themes of procrastination, people pleasing, and poor boundaries. Maria draws on her legal and corporate background and her trauma-informed training to speak on topics including optimizing financial structures, protecting money boundaries, improving communication skills, managing high-conflict negotiation, and eliminating defensive behaviors to help professionals prevent burnout and achieve their wealth-related goals while being conscious leaders at home.
How to Have Difficult Conversations on Money Boundaries

Janet Krebs is a speaker, strategist, and 4X best-selling author. Bridging her experience in consulting, human resouces and education, she founded Raising Independence so that she could bring leadership to the place that matters most: the home.
Janet blends these principles and strategies with everday parenting in a way that’s practical, powerful, and refreshingly real.
Her most meaningful success is her own two adult children, Benjamin and Elisa.
Building Strong Foundations at Home and In Business

Joy Francis helps service business owners increase revenue 40% to 50% by uncovering the profit they are already generating but never capturing. A CFO, AI Automation Strategist, Advanced Certified Profit First Professional, award-winning leader, and two-time international bestselling author, Joy teaches business owners to see and seize the opportunities hiding inside their own firms - even though she is legally blind.
The Silent Revenue Drain: The Profit That Is Already Yours, and How to Capture It.

Lucy Gordon is a UK-based lifestyle business strategist helping entrepreneurs design businesses that give them their time back, not take it away.
Before this, Lucy built a six-figure real estate financial modelling consultancy with steady inbound demand, but behind the scenes she was burnt out, anxious, and increasingly disconnected from the work I’d created.
That experience became a turning point. She restructured everything around freedom, energy, and the numbers that actually matter - and built a business that now runs on a handful of hours a week.
Today, Lucy works with business owners to step back, simplify how their business operates, and make intentional decisions about time, money, and success - so their business supports their life, not consumes it.
Redefining Success: Stop Waiting for “One Day”

Forbes Riley is a powerhouse entrepreneur, 3x TEDx speaker, bestselling author, television host, and globally recognized communication expert famously known as the “Queen of Pitch.” After generating more than $2.5 billion in product sales and launching over 1,500 products on live television, Forbes has become one of the most influential voices in the world of pitching, branding, and personal transformation. From starring on Broadway and television to building a multimillion-dollar business empire, her journey is a masterclass in reinvention, resilience, and bold communication. Today, through The Forbes Factor and her hit book Pitch Secrets A to Z, Forbes teaches entrepreneurs, executives, and aspiring speakers how to master their message, increase influence, and monetize their expertise. A Hall of Fame fitness icon, motivational keynote speaker, and media personality seen in over 80 countries, Forbes empowers audiences to stop playing small, own their voice, and turn every conversation into an opportunity.
The Power of The Perfect Pitch

Brandon Barber is a Keynote Speaker, Master Coach, and Transformational Communication Expert who has spent 25 years helping business owners, entrepreneurs, and experts do the thing most business education never teaches: move people. Not with pressure or tactics — with certainty, communication, and the kind of identity-shifting message that turns audiences into buyers and buyers into movements. His talks deliver what business owners actually need: a rewired way of thinking about influence, offers, events, and scalable transformation.
Leave a Legacy, Not Just a Living: How High-Earning Experts Package What They Know Into Scalable Revenue