Team Member
“I have no special talent. I am only passionately curious.” – Albert Einstein
No one is a self-made man (or woman). We all have a story that involves people, experiences, and perspectives that have deeply shaped us into the person we are today. My own story started in the home of an educator and a blue-collar entrepreneur in Providence, RI. I’ve taken with me from my childhood a love for learning and my family’s heritage as classical musicians.
I’m a deeply curious person and I ask questions because I like to understand the world that we live in and how things connect together. I’m a researcher, a connector of the dots, and a prepared conversationalist that uses those skills to create unusual clarity for my clients.
My professional career started by wearing out some shoe leather in B2B outside sales. After that, I spent a decade in banking where I reviewed financial statements, structured credit deals, and led several teams. In spite of my success as a banker, I wrestled with the desire to do something more entrepreneurial. When a friend called and asked for my help turning around a tech company I decided it was the right time to scratch that itch.
Stabilizing and re-positioning a company were some of the most exciting and frightening moments of my life. I learned some valuable lessons through that experience of what it looks like to create an environment where employees, shareholders, and clients are all thriving together. As we created that win-win environment for all stakeholders, we increased revenue, profits, CX, EX, and shareholder value simultaneously. I made a lot of mistakes along the way, but in doing so I discovered what actually moves business and what’s just smoke and mirrors.
After completing the turnaround and increasing our value as a company 10x, I launched my firm to help other entrepreneurial leaders overcome their own barriers to success.
Career
Highlights
Smack dab in the middle of my finance career I met a great girl from Greenville, SC. Elise and I celebrated ten years of marriage in 2019. She’s been an incredible companion and friend to me in both the triumphs and the failures of my life. Although we met in SC, we spent the first five years of our marriage in Providence, RI where we cultivated a love for historic architecture, the culinary arts, and cool ocean breezes in the summer.
About five years ago our lives got even more interesting when our son Carter (5) came into the world and then a year later with our daughter Avery (3). A good friend of ours once said “Kids don’t make anything easier but they make a lot of things more exciting” and we couldn’t agree more. Carter and Avery have made us laugh and smile more times than we can count and are some of life’s richest blessings.
Although my own faith has waxed and waned throughout my life, I’m thankful for the forgiveness and unconditional acceptance that I have found in the gospel of Jesus Christ.
I love to hike, host Sunday evening dinner parties with my wife, work in my garden, and shank some golf balls into the woods at my neighborhood course. I’m a New Englander at heart exiled to the South who is always looking for a way to get back home in the conversation.