Strategy & Operations Consulting

I offer a unique blend of strategy and operations consulting services, deeply rooted in the exceptional skills honed in the Special Operations as a Green Beret, and refined in the dynamic world of corporate operations. My approach is not just about solutions, it's about transforming challenges into opportunities.

Strategic Planning and Execution: Align your organization’s vision with actionable strategies and execution plans.

Operational Excellence: Enhance operational capabilities, process optimization, and efficiency.

Risk Management and Mitigation: Identify and mitigate risks using foresight developed in high-stakes scenarios.

Leadership Development

Leadership Development: Develop strong leaders who can thrive in challenging environments.

Expert Communication and Negotiation Skills: Learn how to effectively communicate, align expectations, and resolve internal conflict to keep your business moving

Key Note speaking

Business Financial Planning

As a licensed insurance professional, my Business Financial Planning services are tailored to meet the unique needs of your business. We specialize in a range of services designed to secure and enhance your personal and company's financial health.

  1. High Networth individual strategies: specialize in providing exclusive financial services tailored to the unique needs of high-net-worth individuals. Our expertise lies in crafting personalized financial strategies that align with your distinct goals and lifestyle, to include wealth management, asset protection, estate planning, and risk management. 

  2. Employee Retention Strategies: We understand the value of your team. Our innovative employee retention solutions are designed to keep your best assets – your employees – motivated and committed. By integrating financial incentives and benefits, we help you maintain a dedicated and productive workforce.

  3. Tax Optimization Planning: Navigating the complexities of business taxes can be challenging. Our expertise in tax planning ensures your business maximizes its financial opportunities while staying compliant with current tax laws. We strive to optimize your financial gains while minimizing tax liabilities.

  4. Key Person Insurance: Safeguard your business against the loss of a key employee. Key person insurance is essential to maintain business continuity and financial stability. We provide customized insurance solutions to protect against the financial impacts of losing a crucial member of your team.

  5. Business Succession and Continuation Plans: Planning for the future is vital for any business. Our services in business succession and continuation planning ensure a smooth transition and the ongoing success of your business. We help you prepare for every eventuality, buy/sell agreements, securing your business legacy and providing peace of mind.

Why me?

  • Unique blend of Special Operations discipline and corporate practicality.
  • Proven track record of handling high-pressure situations and complex problems.
  • Customized solutions tailored to the unique needs of your business and as an individual.

Embark on a journey of transformation and excellence. Let's leverage the discipline of a Green Beret and the acumen of corporate experience to propel your business to new heights.