Discrete. Secure. Proven.

Privacy-Focused Asset & Transaction Planning – applying OPSEC principles to real estate, assets, financial matters, digital footprints, personal data, and more... I offer online products for sale & provide specialized asset management consultations, and training for individuals, families, professionals, and businesses.

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Your Trusted Partner in Asset Protection, Privacy, OPSEC Consulting, Training, and Data Security

My Mission: To help individuals and families optimize their privacy, secure their assets, and be resilient against artificial intelligence and complex financial or legal systems with confidence, clarity, and discretion.

How: Through a combination of 1) In-person consultations & group trainings, and 2) Online products and services.

Consultations: Using 20 years of experience in asset OPSEC, data management, and financial matters, I protect my client’s assets with privacy-focused management of their property, digital data, and personal information items. I offer private, group, and professional consultations along with specialized corporate trainings. I apply unique OPSEC principles to real estate, financial assets, digital footprints, personal data, and more...

Vision: An environment where clients and those who value privacy and protection can operate with confidence — knowing their name, assets, and information are not exposed, sold, or searchable. Privacy should be a right, not a luxury.

I work directly with each professional or organization to assess their specific needs and audience—whether that includes staff, clients, or both. Together, we identify which training topics are most relevant based on your industry, privacy concerns, and goals. From there, I modify the content to align with your operations, local exposure points, and existing security posture—ensuring every session is practical, understandable, and tailored to the people in the room.

Lets Partner Together For In-Person & Live Remote Training

My sessions are ideal for:

• Public Trainings Sponsored By Professionals

• Private Employee Group Training

• Title Companies, Real Estate Professionals

• Estate Planners, Financial Advisors, Accountants

• IT & Cybersecurity Teams

• And more...

Browse my online learning courses for individuals, families, professionals, and businesses. Proven privacy-focused methods created based on real-life results. Covering data privacy, asset management, AI defense, financial safety, alias operations, disinformation, OPSEC, and more...

Self-Paced Online Learning - Anywhere At Any Time By Video or PDF

Ideal for:

• Entrepreneurs and small business owners organizing their operations

• Individuals seeking privacy, control, and asset protection

• Families planning for generational wealth, privacy, and security

• Professionals such as real estate investors, consultants, and attorneys

Browse my professionally-drafted customizable contracts, agreements, and forms tailored for both individuals and professionals. Priced at $5.99 or less. Whether you need a revocable living trust, a bill of sale, a non-disclosure agreement, or a rental contract, each template is created with attention to detail.

• Professionally written with legally sound structure and practical language

• Fully customizable to fit your specific needs and circumstances

  • Requests for custom logo design

  • Requests for custom language/scope additions

Customizable Contracts

Learn how to protect your personal or business data, legally create and manage alias names, anonymously buy properties, shield your address & business, stop using your SSN, secure a private phone number, and more... Browse planners, eBooks, legal contracts, and courses.

Data and Asset OPSEC Products

Learn how to manage finances long-term for individuals and businesses, including strengthening contracts, ways to pay off debt efficiently, build an emergency fund that provides real security, mortgage management, and more... Browse planners, spreadsheets, and colorable trackers.

Financial Management Products

Browse my articles related to helpful tips and planning for OPSEC, asset management, legal contracts, finances, data privacy, transactional strategies, and more for individuals and businesses.

My Blog: Articles on Privacy and Asset Protection