A different kind of strategist
I’ve spent more than two decades helping leaders align their businesses for growth.
Not just financial growth, but sustainable, people-centered, culture-led transformation.
I believe strategy and stewardship belong together.
That’s why I created the I2S™ Business Advisory Services, a practical, proven framework that helps organizations reduce cost, increase performance, and strengthen culture all at once.
This work has taken me into boardrooms, leadership retreats, investor meetings, and conferences. Whether I’m guiding a high-growth startup or a 10,000-employee enterprise, the conversation always comes back to one thing:
Culture isn’t just part of the strategy. It is the strategy.
A track record of transformation
As a Senior Vice President at HUB International, I assist organizations in implementing cost-containment strategies and employee-centric benefits that drive productivity and growth.
I’m also a published author, speaker, and trusted advisor to executives navigating complex shifts: mergers, leadership transitions, restructures, or scale.
In every engagement, I bring a deep understanding of both business mechanics and human behavior. I’m not here to add noise. I’m here to unlock clarity.
What drives me
I believe in the power of thoughtful questions.
And I get answers. By assembling a team of experts (as needed) in the fields of: compliance, wellness, human performance, technology, and more, I function as Chief Connector, bringing their expertise to the table. This allows us to weed out what isn’t working, and, most importantly...why.
If you’re building something that should exist in the world, something with heart, purpose, and performance, I want to help you get there.
What drives me
I believe in the power of thoughtful questions.
And I get answers. By assembling a team of experts (as needed) in the fields of: compliance, wellness, human performance, technology, and more, I function as Chief Connector, bringing their expertise to the table. This allows us to weed out what isn’t working, and, most importantly...why.
If you’re building something that should exist in the world, something with heart, purpose, and performance, I want to help you get there.
I2S™ Business Advisory Services
I2S™ is a strategic practice for identifying and eliminating concealed organizational challenges, like inefficiencies, culture gaps, and operational burdens, and maximizing growth potential.
By implementing I2S™, organizations maximize resources, uncover overlooked opportunities, and reduce anxiety over unpredictable costs. I2S™ engages leadership without micromanaging.
Organizations and leaders who implement I2S™ make more impactful decisions in which they feel confident. They foster a positive culture, enhancing efficiency.
I2S™ saves money and positions companies for exponential growth, bridging the gap between the business you have and the one you need.
I do this by assembling a tailored team of specialized professionals to implement I2S and address specific client needs. These experts span various fields, including cybersecurity, employment practices liability (EPL), directors and officers (D&O) liability, management liability, crime insurance, property and casualty insurance, wealth management, employee benefits, 401(k) strategies, and more. Together, we provide comprehensive solutions to drive success and create lasting value for your organization.
When it feels like you’ve tried everything but you’re still stuck?
You’re probably one critical shift away.