Background Info
With over 20 years of experience spanning higher education, construction, wealth management, banking, and IT staffing, I’ve always been the one who does it all. In many of my roles—especially in my decade within wealth management and IT—I wasn’t just focused on one area. I was handling sales, business development, client service, event planning, marketing, operations, podcast co-hosting, and nonstop networking—all at the same time.
That mix of strategy, execution, and human connection is what I bring to my consulting work today. I understand what it takes to grow a business from the inside out, and I help professional services firms do just that—by making their relationships, visibility, and business development efforts more intentional, scalable, and sustainable.
