Why I Started Guardian Path Advisors to Support Aging Parent Transitions

For more than 25 years, my professional life was defined by leadership roles where clarity, execution, and trust mattered every day. I spent my career building and leading complex projects and organizations at firms like Accenture and GridPoint, ultimately serving as CEO for a decade—scaling teams, growing revenue, raising capital, and guiding companies through high‑stakes decisions and major transitions.

But the experience that ultimately led me to found Guardian Path Advisors didn’t come from a boardroom.

When Everything Collides at Once

Like many people in their peak professional years, I was balancing far more than an intense full‑time job. While serving as CEO, my wife and I were raising two kids. Both were in high school with all the expected commitments – and one of them was also navigating the intense process of applying to colleges while also auditioning for competitive college musical theatre programs across the country. Colliding at the same time were multiple aging family members that needed significant help of their own with unique circumstances.

That meant managing finances. Coordinating care. Handling logistics. Interpreting legal and financial documents. Communicating with professionals. Keeping other family members informed. Making sure nothing slipped through the cracks.

It was a lot. At times, it was completely overwhelming.

I didn’t have the luxury of extra time, so I did what many people do: I sacrificed. Nights, weekends, friends, personal bandwidth—whatever it took to make sure the people I cared about were supported and that everything kept moving forward. We got through it, and we did it successfully, but it was far harder and stressful than it needed to be.

Sacrificing nights, weekends, friends and personal bandwidth to make sure nothing falls through the cracks

A Familiar Problem, Everywhere I Looked

A couple of months after completing a recent successful CEO succession— handing the reins to our amazing COO and stepping back — I finally had the space to reflect. What struck me was how common this situation really is.

Most families have capable professionals involved: attorneys, financial advisors, care providers, accountants. But almost no one has a single person whose job it is to own the process especially outside of medical care — to connect the dots, translate complexity into clear next steps, and make sure things for aging senior transitions actually get done.

I realized there are likely millions of families quietly struggling with the same challenges I faced, trying to balance demanding careers, active families, and the growing needs of aging parents or relatives.

That’s when the idea for Guardian Path Advisors for aging senior transitions clicked.

A Demographic Wave We Can’t Ignore

The need isn’t temporary—and it isn’t small.

Today, more than 50 million Americans are age 65 or older. By 2050, that number is expected to grow to over 80 million. Every one of those people—and every one of their families—will experience at least one aging senior transition at some point: health changes, housing decisions, moves, asset sales, financial adjustments, and estate considerations to name a few.

These moments are emotional. They’re complex. And they often arrive all at once.

Families deserve better than trying to manage an aging senior transition all alone, in crisis mode, while juggling everything else in their lives.

There are millions of families just like yours that will go through aging senior transitions as some point

The Purpose Behind Guardian Path Advisors

I founded Guardian Path Advisors to be the trusted person I wish my family had during those aging senior transitions.  In some ways, everything that I’ve done previously in my life and career has led me to this moment.

Guardian Path exists for people who care deeply about their aging parents or relatives—but don’t have the time, proximity, or bandwidth to manage every detail themselves. I bring the same disciplined, thoughtful approach I used as a CEO to help families navigate aging senior transitions with confidence, dignity, and less stress.

That means:

• Organizing information so it’s clear and accessible

• Coordinating with attorneys, financial advisors, and care providers

• Communicating with all involved family members

• Ensuring plans move forward—not just exist on paper

In short, I act as a trusted guide and coordinator, so families can focus on being families.

Families like yours deserve better trying to manage aging senior transitions to focus more on moments like this one!

Doing This Work for the Right Reasons

The most meaningful leadership work I’ve ever done isn’t about growing revenue, improving metrics, raising capital, or delivering shareholder value. It’s about helping people through some of the most challenging seasons of their lives—and making those seasons a little more manageable.

Guardian Path Advisors was born from lived experience, not theory. It exists because this work matters, because the need is real, and because families navigating these aging senior transitions deserve clarity, follow‑through, and someone firmly in their corner.

If this story resonates with you, you’re not alone—and you don’t have to do it all yourself.