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LIFESTYLE MANAGEMENT
TRUSTEE & ADMINISTRATIVE SERVICES
LIFESTYLE MANAGEMENT
• Scheduling, errands, and vendor coordination
• Home management & relocation assistance
• Travel planning and logistics
PERSONAL ASSISTANCE
TRUSTEE & ADMINISTRATIVE SERVICES
LIFESTYLE MANAGEMENT
• Email and calendar management
• Bill pay, expense tracking, and organization
• Event coordination and on-site support.
TRUSTEE & ADMINISTRATIVE SERVICES
TRUSTEE & ADMINISTRATIVE SERVICES
TRUSTEE & ADMINISTRATIVE SERVICES
• Oversight of personal or estate obligations
• Liaison with attorneys, accountants, and vendors
• Recordkeeping, disbursement tracking, and communication support
Consulting Management
Organizational Leadership & Operations
- 30+ years supervising multi-use facilities, diverse staff teams, contractors, and volunteers
- Expertise in organizational planning, staff development, and operational systems
- Experience serving in Emergency Operations roles; Care & Shelter Branch Coordinator
Program Development & Community Services
- Full life-cycle program creation: research, design, implementation, evaluation
- Child care programs, recreation services, youth programs, cultural events, open space access programs
- Policy development, program realignment, and curriculum enhancement.
Fiscal & Contract Management
- Oversight of budgets exceeding $1.6M, with consistent performance within budget
- Experience generating $740K+ in annual program revenue
- Contract negotiation, financial reporting, and audit preparation
Marketing & Community Relations
- Development of outreach strategies, marketing collateral, and online content
- Strong public speaking, facilitation, partnership building, and conflict resolution skills
Board & Committee Leadership
- Former Commissioner and Committee Chair; advisor to City Council
- Skilled in governance support, agenda preparation, board presentations, and stakeholder engagement
Demand for personal and lifestyle management services
Target Market
· Professionals & Entrepreneurs: Need trusted support for personal organization and scheduling.
· Families & Retirees: Require consistent help managing homes, travel, and appointments.
· High-Net-Worth Individuals (HNWIs): Need discreet, ongoing personal management.
· Estate Professionals: Require assistance with trustee coordination or administrative follow-up.