I have sat in the seat. Now I help you build what gets you to the next level.
Thirty years as an operator. Three exits. Over $500M in combined exit value across the teams I have built. I work with founders and revenue leaders ready to stop running on instinct and start building something that scales without them.
I started as an operator, not a consultant.
For thirty years I have been in the seat. Not advising from a safe distance, but carrying the number, running the team, sitting in the board meeting, and being accountable for what happened next. COO. CRO. Acting President. I have done the work at every level of the revenue org and at every stage of company growth.
The companies span AI, fintech, SaaS, BaaS, and BPO. Some were founder-led and scrappy. Some were PE-backed and on a clock. Some were heading toward exit and needed the org tightened up fast. Three of them made it to successful exits, and the teams I built across that career have produced more than $500M in combined exit value.
I know what buyers look for. I know what they find. And I know what founders wish they had built earlier, because I have watched the gap show up in diligence more than once.
That belief is the core of everything I do. Not because it sounds good in a deck, but because I have watched the transition happen in real time, and watched what breaks when it does not.
From hero to architect.
Most founders I work with are exceptional at selling. They know the product better than anyone, and they can win the deal themselves. The problem is that model does not scale, because it depends on them being in the middle of every deal.
The hero is indispensable by design. They make the key calls, close the hard deals, and solve the problems no one else can. The company has rewarded them for it, and the team has learned to bring everything hard to them.
The architect builds something different. Systems that produce outcomes without the architect present for every one. Decision rights that let the organization move without waiting. People hired against competencies, not chemistry. A cadence that surfaces problems while there is still time to fix them.
Building a system that produces outcomes without you is harder than being the person who produces them. It is different work, not less of it. And it is the only thing that scales.
The career behind the work.
Three decades across the revenue org, at every stage from scrappy and founder-led to PE-backed and on a clock.
Paladin Financial Services
Embedded operating partner in a financial services firm.
interface.ai
AI-powered conversational platform serving community banks and credit unions.
MaestroX
AI-powered SaaS platform connecting title companies and search vendors through unified workflow automation.
Velocity Solutions
Oversaw 50+ of a 100-person organization. Co-led board meetings and investor presentations. Two successful exits, first to a PE firm, then to a PE-backed strategic acquirer.
Tango Analytics
PE-backed PropTech SaaS. Led the revenue organization through a growth and repositioning phase.
CU People
Led capital raise. Established line of credit. Hired CFO. Drove operating rhythm through 4 Disciplines of Execution.
JMFA
Financial services. Enterprise sales and BD across a national footprint. 1,000+ strategic engagements with banks and credit unions.
The tools I use.
I am not a frameworks collector. These are the tools I reach for in client engagements, because they work.
The best operators want the founder to win.
I am based in Austin, Texas. I believe in natural medicine, in relationships built over years rather than quarters, and in the idea that the best networks are built long before you need them.
I am a Texas A&M Aggie. Process matters to me, people more so. The best operators are the ones who genuinely want the founders they work with to win.
B.S. Journalism and Advertising, minor in Marketing, Texas A&M University. Active member of Pavilion.
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