i help you succeed

As a consultant, my primary role is to bring clear thinking and outside perspective to the complex issues facing your company or organization. I bring the thought leadership and expertise that will help you develop and execute strategies that deliver results. I possess the expertise that can help leaders like you connect vision to strategy; opportunity to action. My style is straightforward and my process is distinctive.

the building blocks of successful strategy balance aspiration and analysis;
information and inspiration.

Whether clarifying strategic choices, raising funds for a worthy cause, curating social media or promoting a company, product or service; I proudly serve these three sectors:

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not-for-profit organizations

Throughout my career I have helped not-for-profit organizations raise millions of dollars in private donations from foundations, corporations and individuals.  I have developed and implemented creative and innovative solutions for a diverse list of not-for-profit clients and causes. I can help you achieve new levels of organizational performance with the following services:


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community banks & credit unions

Through my affiliation with Market Insights, I can help you understand and address the disruptive impact that 1) changing demographics, 2) new technologies and 3) shifts in consumer behaviors have on your business model, your delivery strategy, your branding/marketing and your overall strategic direction.

I have consulted with Market Insights' clients throughout the United States since 2005. Much of my work in financial services is concentrated on marketing, culture, branding, social media, leadership development and strategic planning. Over 2,500 financial service professionals follow my daily Twitter feed for industry trends and the latest on mergers, fintech, marketing and much more. 


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small businesses

I have served as counselor and mentor to dozens of organizations and individuals. From building and maintaining your website, to curating content for your social media, to shaping your corporate culture; I can help you find affordable solutions to your most significant small business challenges.

  • Business Plan Development
  • Social Media Consulting
  • Corporate Culture Assessment
  • Web Design & Management