I have enjoyed a successful career as an executive, entrepreneur, consultant, and board member, with more than 30 years of senior leadership experience across consumer credit and mortgage banking services. Throughout my career, I have focused on building, scaling, and ultimately exiting businesses operating in complex and highly regulated environments.
I have owned and operated multiple companies, most recently achieving a successful exit after growing revenue and profitability by more than 300% in a competitive, compliance-driven industry. That experience—combined with decades of hands-on leadership—allows me to bring practical judgment, financial discipline, and strategic clarity to the business owners I advise.
Experience & Capabilities:
- Proven track record of scaling businesses to triple-digit growth in revenue and profit
- Extensive experience in finance, human resources, and strategic planning, from early growth through maturity
- Deep expertise in regulatory compliance and risk management within highly regulated industries
- Successful leadership of mergers, acquisitions, and exit planning initiatives
- Trusted advisor to business owners seeking sustainable growth, operational clarity, and improved work/life balance
I earned a B.S. in Finance from the University of Arizona. I previously served as President of the National Consumer Reporting Association and as Board Chair of the Workforce Alliance of the North Bay. Today, I serve as an advisor to growing small and mid-sized businesses, working closely with owners who value experienced, objective guidance.
I work best with founder-led and closely held companies navigating growth, complexity, or transition—situations where disciplined strategy, financial insight, and real-world operating experience matter most.
I live in Napa with my wife, Bev.