What is your typical process for working with a new client?

#NoSurprises: Our first strategy sessions will focus on me learning about your efforts to-date and your short-term needs and goals, then creating action steps toward their completion. You will receive a written business plan ready to present to funders/investors, suppliers, and business partners. 

What types of clients have you worked with?

Mostly founders of (or executives within) early-stage professional service businesses in wellness, healthcare, and med-tech spaces.

I supported the following kinds of clients: Mental Health & Vocational Rehabilitation Counseling Practice Founder; I.T. Service & Support Entrepreneur; MLM Online Travel Booking Platform Founder; Nonprofit Women's Transitional Home Founder; Medical Cannabis Delivery Service Founder, Aquarium Design/Build/Upkeep Entrepreneur; HR Tech Start-up Founder; Philanthropy/Fundraising/Board Governance Consulting Practice Principal; Medical Staffing & Transport Agency CEO, Specialty Restaurant & Grocer Owner; Psych-Rehab Counseling Practitioner; Independent Record Label Founder; "Big Box" Retailer Executive; Medical Device Manufacturer Director; Specialty Wedding & Floral Services Owner.

What education and training do you have that relates to business strategy advice?

  • >15 years experience performing customer service, project management, business process improvement, and operations support for multinational US companies in the finance, logistics, and medical device industries; & a municipal health department contractor.
  • Consulting independently since 2008, then launched my practice in 2013.
  • Earned Lean Six Sigma Green Belt from Society for Quality and granted Project Management Professional course certificate in 2012.
  • See some of my project work, testimonials, and detailed credentials, or enjoy this infographic resume.