Let's get to know each other...

I have over 14 years of experience in the corporate and small business world driving initiatives and fostering growth. My style is a blend of executive coaching with chief of staff laser proficiency utilizing the pieces of my 5D Method that cater to your and your business needs.  

Born into a family of entrepreneurs in real estate and construction, I also get the challenges and aspirations of business owners. I have many childhood memories of my father coming home at night to scarf down a quick dinner with the family, then spreading blueprints out all over the dining room table and working until bed. 

It is my mission to help you streamline your business or team so that you can better integrate work and life, all while taking your business to the next level. I promise you - you can have balance with both! Here's what you'll find in me:

A Trusted Partner

Driving initiatives and growth requires creative problem solving and strong analysis. Challenges are opportunities to forge trust, which then builds momentum. And relationships are truly key. I shine at sourcing and recruiting, too. 

• Within my first year at Mindful Health Life, I was promoted by the Owner to lead the Creative and Technology departments with over 17 employees across the globe. 
• I was a key player in the $8M net turnaround for an Agora health start-up division and boosted customer base by 36%. 
• In 2021 a $75M publishing network listed their Top 10 affiliate managers to work with. 4 were my recruits.

A Strategic Initiative Driver

Bringing efficiency to people and processes is my superpower. I empower teams to optimize the day-to-day processes in the business while developing and leading key projects on the business to drive growth.  

• Led quarterly OKR meetings for Mindful Health alongside owners. Mapped and aligned all cross-functional initiatives and even professional development goals and bonus structures to the greater OKRs and 3 year vision. Ensured we remained on target (integrator). 
• Key contributor to Core Target and quarterly Rock planning at Market Traders Institute. Co-integrator alongside the head of Martech, head of Product Dev and head of Sales. 
• I enabled Rainmaker to onboard 2 additional $1M per month clients with no added headcount by recommending to the Owner then leading the integration of communications and project management softwares. Allowed them to scale display campaigns 7X by sourcing developers to build deeper attribution in TUNE. 
• I produced a 2x boost in partnerships for Agora Financial by overhauling partnership and referral strategy, as well as implementing CAKE for attribution and creative management. Developed the business case as well as the methodology for additional attribution modeling in Agora’s custom CRM and Qlik data dashboards in order to maximize affiliate and PPC traffic. 10X monthly order volume increase across both channels.

Cross-functional Leader and Optimizer

I support marketing, content, product development and technology to bring projects and products to life. 

• I built the infrastructure & SOPs, then trained the Marketing and Operations teams that grew Agora Financial from $50M to $350M in 5 years. Marketing team expanded from 5-13 people; monthly ad spend grew from $1M to $15M. 
• I optimized and reduced the time to research, develop and launch new products from 12-11 months, then produced the highest grossing product launch in Mindful Health Life’s company history with a cross-channel treasure hunt campaign. *Within 6 months of joining Market Traders Institute, I produced their highest grossing launch in 5 years with the creation of a unique product bundle offering, a 4 month collab with ops, sales, and product dev. 

• Your business or team has plateaued a couple years in a row. You are not hitting quarterly goals and other other key business metrics for an extended period of time. 
• Their personal life is suffering and your life partners is saying things like "you take on too much."  Or worse, you don't have a partner or much of a personal life or community because you've been so focused on the business. 
• You've been "running for so long I no longer know what I'm running towards." (actual quote from a client). 
• Your personal goals of achieving a $100K, $200K or $1M income are no longer fulfilling. You're working on what makes you happy and passionate, and yet you're still struggling with burn out and exhaustion. 

• You're a big-thinker visionary who has trouble articulating and rallying the troops around your vision.
• You like dad jokes.
• You or your executive team have done mindset work or business coaching before. 
• You are ready to hold yourself and/or your team accountable to make big shifts to your old ways of thinking and doing things.