Professional summary

Growth-focused consultant with 30 years experience. The only companies we work with are B2B professional service firms that are looking to achieve the next level of growth. More information about my firm can be found at

Led a team of 8 consultants through a several month transformation planning project to bring 1 Provider with 4 different boutique DC businesses into one cohesive, scalable organization
Led a top 10 IRA provider through a transformation process which included defining the strategy, the service model, the operating model and the technology requirements and investments required to fill the gaps to the future state
Led a top 10 micro and small market DC client through a strategic DC assessment that included

Engagement overview

We can work on a fixed fee or hourly basis


Fortune 500 financial and fintech firms
Small to mid-sized professional service firms