Creative and financial expertise.

I didn't start out as an advisor. I started out as a Big 4 auditor, which means I learned early what real financial discipline looks like at the highest level — and how rarely it exists anywhere else. From there, I bootstrapped a marketing agency and ran it myself.

I ran that agency for ten years. The first two years were tough. I brought on a partner in the early months and together we built the business one client at a time. By year three, we had built a cash-flowing business, started to add employees and a network of trusted freelancers, and added a third partner.

By the time I sold my shares of the company, I had built the financial and operational infrastructure that we needed to run the business. But I still wish I had a guide to help me through my transition out of the company. I navigated the sale myself. If I had someone experienced, I likely would have been able to increase my payout.

After the sale, I spent time as an executive coach, working directly with founders on how they think and lead — not just how they account for their numbers. That experience shapes how I work today. I'm not interested in handing you a deck and disappearing. I'm interested in standing next to you and your team until the numbers actually change how you run the business.

Since then, I've worked with agencies and creative firms, including advising founders through their own turnarounds and eventual sales. I work exclusively in this industry because I know it from every angle: as a founder who built and sold a creative services firm, as a CPA trained at the highest level of financial discipline, and as an advisor who's helped other founders do the same thing I did — often faster and with fewer scars than I had.