About Soul Sherpa

My business was established in 1990 in Los Angeles and has grown each year due to personal referrals.  I specialize in patient healthcare advocacy.  Beginning on June 1, 2012, I will be conducting my business under the name SOUL SHERPA®.

  • My client base ranges from high net-worth individuals to those who prefer to be pri­vate but are comfortable as well, to less fortunately positioned people whom I assist on a sliding scale or pro bono basis.
  • I am a graduate of Stanford University, 1982.
  • My attention to detail is unsurpassed. I often discover errors made in haste or simply over­look­ed by other professionals. The result is relief, satisfaction and financial savings for my clients.  In cases of medical care, I am methodical in checking records, tests, and prescriptions.
  • Available for speaking engagements, workshops and seminars.  I am a published author in the patient advocacy field.
  • References available upon request.


A Sherpa is a Tibetan person adept in mountain climbing and is acclimated to high altitudes. Often secured as a guide by other less experienced mountaineers to ensure safe passage en route to a high summit (Mount Everest, for example) a Sherpa usually resides on the high southern slopes of the Himalayas.

A Soul Sherpa is an individual with expertise in advising others how to effectively organize and manage their personal business affairs as they or their loved ones age. These areas incorporate (but are not limited to) medical, legal, financial, insurance and emotional matters. A Soul Sherpa possesses the knowledge and compassion to understand the signficance and privilege of successfully accompanying a client along this extraordinary journey.