This Privacy Notice explains how I collect, use, share and otherwise process your personal data collected on my website. The processing of personal data in connection with client relationships is addressed in engagement agreements between me and my clients.

I may provide supplemental Privacy Notices on specific occasions when we are collecting or processing personal data about you. Those supplemental notices should be read together with this Privacy Notice.

Information collected by me about you

You may choose to provide personal or business information directly to me through the "Contact Me" form on this website, or directly via phone.

My systems may also collect information about your browser or mobile device automatically. I may use cookies, web beacons and similar devices to help me understand your activity on this website, as well as email communications. Data we collect automatically includes the type of web browser or mobile device you’re using, your operating system, your IP address and general geographical location.

How is your information used?

I may use your personal data for the following purposes:

  • To inform you about any new or existing services I offer, plus financial, legal and policy developments relevant to the industries I serve, and my marketing events.
  • For analysis to improve this website, my services or for market research.
  • For other reasons, with your consent.

Please note that I may use or disclose personal data if I am required by law to do so or if I reasonably believe that use or disclosure is necessary to protect my rights and/or to comply with judicial or regulatory proceedings, a court order or other legal process.

Sharing your information

I may share your information in the following circumstances:

  • Service Providers: I may share your information with entities that provide services to me, including companies that provide web analytics, advertising, email distribution, and other services. These entities are limited in their ability to use your information for purposes other than providing services for us.
  • Other parties when required by law or as necessary to protect my services: There may be instances when I disclose your information to legal advisors and public authorities, such as court and law enforcement agencies.
  • Other parties in connection with a transfer of assets: If I make a sale or transfer of assets, or are otherwise involved in a merger or transfer, I may provide your information to one or more third parties as part of that transaction.
  • Other parties with your consent: In addition to the sharing described in this Privacy Notice, I may share information about you with other third parties when you consent to such sharing.
Third-Party Content, Functionality and Services

Some of the content, functionality, and services included in my development and consulting processes may be provided by third parties that are not affiliated with me. For example, on my social media pages I may enable you to share certain materials from the website with others. These third parties may collect or receive certain information about your use of our services, including through the use of cookies, web beacons, and similar technologies. These entities may collect this information over time and combine it with information collected from different websites and online services. I am not responsible for the privacy practices of these entities.

Children’s Information

I do not knowingly collect or store personally identifiable information about children under the age of 16, unless permitted by law. If I learn that I have collected personally identifiable information from a child under age 16, I will delete that information from our database.

How I protect your information

I use physical, technical and administrative measures to protect your information against loss, theft and unauthorized use, disclosure or modification. While I strive to protect the information I maintain, I cannot ensure or warrant the security of any information that you transmit to me since no method of data transmission or storage is 100% secure.

How long will I retain your information?

I will only retain your personal data for as long as necessary to fulfill the purposes for which it was collected and processed, including for the purposes of satisfying any legal, regulatory, accounting or reporting requirements.

To determine the appropriate retention period for your personal data, I will consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure, the purposes for which I process it and whether I can achieve those purposes through other means; and lastly, the applicable legal requirements.

In some circumstances I may anonymize your personal data so that it can no longer be associated with you, in which case it is no longer personal data.

Upon expiration of the applicable retention period I will securely destroy your personal data in accordance with applicable laws and regulations.

Changes to this Privacy Notice

I may update this Privacy Notice at any time, and I will make an updated copy of any such Privacy Notice available on this website.

Further Information

Should you have any questions about this Privacy Notice or inquiries regarding your personal data rights, you can contact me at