About Me
Most business problems have a root cause. Finding it is the job.
I came to business advisory through an unusual path: mechanical engineering, six years at Apple in strategic roles, an MBA, and a theater background that has nothing to do with business and everything to do with reading a room.
Engineering trained me to think in systems and constraints. Apple trained me to make decisions at the intersection of data and judgment. The MBA gave me the financial and strategic vocabulary. The theater work gave me the ability to sit across from a managing partner discussing something uncomfortable — margins, partner conflict, a firm that depends too heavily on one person — and stay in the conversation without flinching.
Hmm, that last sentence still needs one. Let me rework it:
Engineering trained me to think in systems and constraints. Apple trained me to make decisions at the intersection of data and judgment. The MBA gave me the financial and strategic vocabulary. The theater work gave me the ability to sit across from a managing partner, discuss something deeply uncomfortable, and stay in the conversation without flinching.
That combination is what I bring to every engagement. I'm not here to motivate you or hand you a framework. I'm here to find the actual constraint and help you correct it.
Who I Work With
My clients are attorneys, independent financial advisors, and CPAs running established firms. They're profitable, respected, and good at what they do. The constraint isn't an issue of skill or capability, it's that the firm has accumulated problems they haven't had time or clarity to address. That's the work.
My Approach
My approach isn't theoretical. It's structured, analytical, and deeply practical. Together we define the problem clearly, determine what needs to happen next, and move forward without getting lost in the details.
Whether we're working on profitability, positioning, or operational design, the goal is the same: a firm that runs with discipline, generates what it should, and doesn't require you to be everywhere at once.
Ready to talk about what's limiting your firm?
Let's have a conversation and we'll figure it out together.
Let's talk