"Welcoming the New Century" New Year's Eve Bash 1999 at our Desert house


"I offer a range of consulting services, all designed to help you reach your potential.  Whether you're looking for a small tweak or complete overhaul, I have you covered. My services are available a la carte so you can get precisely what you need."

"You have to be determined to create your own path to success.  When you no longer subscribe to what anyone else has told you ~ about what you can or can't do, or who you can or won't be ~ then you are firmly on your way to achieving your trading or financial goals."

Our clients run the gamut of all work environments ~ including traders entering the game of trading from other careers; many still working at those other careers while learning how to trade as well.  Current and past clients range from secretaries, engineers, doctors, attorneys, carpenters, mechanics, homemakers, caregivers ~ in other words, people with all levels of education and professional experience.  Keep in mind ~ you do not have to have any type of advanced degree or business experience ~ to be able to create the mindset of a successful person - and achieve and sustain your financial goals!

"I combine my desire to teach with an enthusiasm to assist my clients in achieving their highest goals."

After leaving the trading floor in 1984, I began a career as Personal Assistant to successful Fortune 100 CEOs, as well as U.S. Senators for several years.  During this time, I continued to assist
Mark Douglas with writing and typing their first book "The Disciplined Trader™" until it was published.   While working with traders of all levels of expertise and experience alongside Mark, CEOs, and U.S. Senators, I learned from these confident, successful executives just what it takes to create sustainable prosperity and the life you desire from a mental perspective.   What I found was that thinking and wishing about becoming successful leads to just that ~ only thinking and wishing.  In other words, I was taught, and learned, through my professional experience with these executives, traders, and Mark, combined with her interactions with traders and while trading myself ~ that to experience the type of success you dream of, you have to think differently than your co-workers, management, family, friends, and anyone else.   And even though being a successful trader requires a new thought process - Mark and I live a normal life, just like you.

I began coaching the partners and spouses of traders in early 1990 - helping them understand the "mindset" of the traders they lived with and/or were married to.  And in 1991 Mark invited me to manage his coaching business full-time, as well as travel with him across the globe to speak at investment conferences together.  In 2000, I expanded my coaching, working with anyone seeking a higher and sustainable financial income.  I currently provide these services through decades of expertise, personal inspiration, and practical skill sets - teaching clients that to become more financially secure, they must first - believe in themselves.  

This is the expertise I bring to you through my products and coaching services, so that you too can achieve and sustain your goals of financial success!

Chicago Symphony

Opening Night Gala ...
attending from 1990 - 2015

Mark and I: Opening Night - Chicago Symphony each year


"You were right on target when you said I was allowing multi-tasking to steer me away from my focus..."

Vic S. - Forex Trader, Chicago IL

"Thank you for being blunt.  I had convinced myself I knew everything already based on my previous business success.  I was wrong - I didn't know it all.  I am now on a much more clear path to achieving my goals."

David F. - Part-time day-trader, U.K.

"Didn't know I was in information "overload" until you pointed that out.  I have since stopped watching the news-feeds during trading hours."

M. Cohen - Las Vegas NV

"I didn't know my past financial losses were affecting my current perspective. That has changed with your coaching and exercises.  Many thanks!"

Jose G. - Brooklyn NY

"You are my mentor."

George M. - Palm Springs CA