Experienced perspective. Independent thinking.

Built on experience.
Focused on what’s next.

My career has taught me to look beyond the obvious. More traffic doesn't always solve a growth problem. More tools don't always make a business more efficient. The real opportunity often sits between marketing, operations, and the customer experience.

Earlier in my career, I worked in analytics and project management supporting a Fortune 50 company’s multibillion-dollar services contract. That experience gave me a grounding in complex systems, meaningful measurement, and disciplined execution.

I spent 22 years in marketing and coaching independent financial advisors to market, automate, and grow their businesses. I also founded and successfully exited a financial marketing company. Building a business myself shaped how I think about priorities, resources, and the realities of being an owner.

Practical strategy for independent businesses.

Today, my mission is helping established independent businesses compete in a rapidly changing AI economy. I work across industries—from home services and specialty contractors to professional services and appointment-based businesses—with independent financial advisors remaining an important part of my experience.

I bring a founder-led approach: understand the business, identify the gaps, prioritize the right work, and connect strategy with implementation. Depending on the engagement, that implementation may happen directly, with technology partners, or through specialized contractors.

Always learning. Always applying.

Professional development remains part of my work. My current mastermind and learning communities include:

• Perry Belcher’s Ignite Mastermind
• Austin Armstrong and Scott Simson’s AI Mavericks
• Steve Larsen and Marley Jaxx’s Titans of Industry

Previous educational participation includes programs and learning from Ryan Deiss, Russell Brunson, Alex Hormozi, Frank Kern, Scalable, and DigitalMarketer.

These references describe memberships and educational participation—not endorsements, partnerships, certifications, or claims of direct one-on-one mentorship.

Clear thinking. Real-world priorities.

You won't hear me recommend AI for its own sake. We start with the outcome your business needs, then determine whether better marketing, a stronger funnel, connected systems, practical automation, or experienced advice is the right next move.