Who I Work With
Strategic Growth Leaders
Firm partners, owners, and C-suite executives in professional services who juggle rainmaking, team leadership, and daily operations and need a strategic sounding board to scale without burnout.
Spotlight-Aspiring Professionals
Mid-career leaders aiming for partnership, promotion, or greater influence within their organization. They want to elevate their presence, communicate with confidence, and translate technical expertise into visible, recognized value.
Whether you’re scaling your business, refining your leadership presence, or navigating change, I help you cut through the noise with clarity and accountability, creating lasting impact for leaders who value both results and humanity.
CASE STUDIES
Which Transformation Story
Will Inspire Your Next Move?
AMERICAN EXPRESS
Strategic Transformation:
From Crisis to Opportunity
American Express faced strained partnerships and operational hurdles.
Through proactive engagement and operational excellence, a struggling business unit was revitalized, achieving profitability, SLA fulfillment, and long-term sustainability.
J.H. COHN
Building a Marketing Powerhouse:
The J.H. Cohn Legacy
J.H. Cohn’s 100-year-old brand underwent a marketing transformation, achieving a 30% revenue increase and merging into the $680M powerhouse, CohnReznick.
GEM
From Fractured Team
to First Team in 90 Days
GEM tackled role ambiguities, low motivation, and stalled growth.
Tailored coaching redefined team dynamics, boosted morale, and equipped leaders and team members with tools for sustained success.
BRINTON EATON
Wealth Management Evolution:
From Regional Firm to National Player
Brinton Eaton leveraged digital strategies and client-focused solutions to double assets under management, drive client acquisition, and position the firm for acquisition by Mariner Wealth.
Which transformation story will inspire
your next move?
AMERICAN EXPRESS
Strategic Transformation:
From Crisis to Opportunity
American Express faced strained partnerships and operational hurdles.
Through proactive engagement and operational excellence, a struggling business unit was revitalized, achieving profitability, SLA fulfillment, and long-term sustainability.
COHNREZNICK
Building a Marketing Powerhouse:
The J.H. Cohn Legacy
J.H. Cohn’s 100-year-old brand underwent a marketing transformation, achieving a 30% revenue increase and merging into the $680M powerhouse, CohnReznick.
GEM
From Fractured Team
to First Team in 90 Days
GEM tackled role ambiguities, low motivation, and stalled growth.
Tailored coaching redefined team dynamics, boosted morale, and equipped leaders and team members with tools for sustained success.