Libby partners with families to facilitate meaningful conversations around wealth, values, and legacy, helping wealth creators and rising generations  navigate the opportunities and responsibilities of shared wealth. She designs customized experiences tailored to each family’s unique goals, dynamics, and life stages, assisting families with communication, personal legacy planning, wealth transition, and financial education. Through this work, families build greater self-awareness, deepen their understanding of one another, and develop a clearer and more aligned vision for the future they hope to build together.

With over 15 years of experience in wealth management, Libby specializes in guiding families through complex transitions by creating space for authentic dialogue and multi-generational alignment. Her facilitation style is highly personalized and experiential, often centered on conversation rather than presentation, ensuring participants leave not only with insights, but with stronger connections, clarity, and actionable next steps.

Libby holds a bachelor’s degree in business administration from Western Michigan University.  She is a Certified Exit Planning Advisor (CEPA™), Certified Professional Life Coach, and trained facilitator of DiSC® and CliftonStrengths® .Libby integrates these frameworks and tools thoughtfully to enhance self-awareness, strengthen communication, and support more intentionaldecision-making.

Beyond her professional work, Libby is actively involved in her local community, serving as the Money Manager for her daughter’s Girl Scouts troop and volunteering within the public school system her children attend.