Builder of new things. Strategist. Obsessed with connection
I design and build strategies that create connection at scale.
Connection between you and your prospects. Between leaders and their teams. Between who you are and how you show up in the world.
Because here's what I know: the firms that grow and the leaders who perform aren't executing better tactics- they're closing the gap between who they are and how they show up.
The old playbook is broken. Inner clarity + outer strategy = unstoppable growth.
I've built connection at scale across the wealth management industry.
At United Capital (digital network, 100+ offices), FiComm (Adviser Accelerator helping advisers master storytelling and growth at scale), BlackRock (curriculum for 100,000 advisers), Capital Group (advisor brands), and XY Planning Network (organic growth strategies).
Currently, as Managing Director at Merchant, I'm building a Partner Network of 100+ wealth management firms collaborating to shape the future of the industry.
Speaking & Workshops
I bring this approach to conferences, leadership teams, and events- challenging outdated playbooks and sharing actionable frameworks your audience can implement immediately.
Topics I speak on:
Why the old growth playbook is broken (and what works now)
Strategic alignment: Closing the gap between brand and identity
Designing connection at scale in your organization
Rethinking success metrics for modern leaders
Building businesses that perform AND feel good
Values-driven strategy in wealth management
What audiences walk away with:
A clear framework for aligning their values with their strategy, practical tools to close the gap between who they are and how they show up, and permission to redefine success on their own terms.
The Strategy Gap
My podcast and blog exploring what it takes to build from the inside out—helping leaders align their values with their strategy, rethink outdated success metrics, and create sustainable growth.
Background
Managing Director at Merchant, building a Partner Network of 100+ wealth management firms.
Previously: EVP and Head of Strategy at FiComm, leadership roles at Mercer Advisors and United Capital, programs for Capital Group, BlackRock, and XY Planning Network.
Ready to book?
If you're looking for a speaker who challenges conventional wisdom and gives your audience real strategies (not just inspiration), I’d love to connect.