COO to Company President
Led accounting operations at Summit Financial Group, participated in multiple accounting-business acquisitions and later served as president of The Reliant Group.
Executive business strategist · Entrepreneur · Author
I’ve Led Companies.
Built National Programs.
Invested in People.
From leading accounting operations and participating in business acquisitions to creating national college-planning programs and coordinating a job fair with more than 10,000 registrations, I’ve built a career around turning complex challenges into meaningful results.
25+ yearsExecutive & organizational leadership
10,000+Registered for a major Ohio job fair I coordinated
2 national programsCollege-planning curricula I created
Former PresidentThe Reliant Group
Career-defining achievements
Leadership that reaches beyond the boardroom.
A company presidency. National education programs. Large-scale workforce initiatives. Each chapter reflects hands-on responsibility and a commitment to results.
“Biggest Job Fair in Ohio”
As Interim Career Services Director at Cuyahoga Community College, coordinated the “Biggest Job Fair in Ohio” at the Cleveland Convention Center.
Two National College-Planning Curricula
Created college-planning curricula for financial advisors helping families afford college and for students preparing for admission to their desired colleges.
A career built on execution
Strategy matters.
Execution makes the difference.
I've worked across executive leadership, accounting operations, business development, technology and organizational transformation.
As Chief Operating Officer of Summit Financial Group and later President of The Reliant Group, I helped guide accounting operations through growth, business acquisitions and the transition to a standalone company.
I also delivered customer service and leadership training to small businesses through The Corporate College in Cleveland.
Read my story →
Areas of expertise
Leadership shaped by real business challenges.
Executive Leadership
Experience guiding business operations, teams, financial services and organizational priorities as a president and chief operating officer.
Business Growth & Acquisitions
Integral involvement in acquiring accounting businesses and transitioning established accounting operations into The Reliant Group.
Leadership & Business Education
Delivered practical leadership and customer service training to small businesses through The Corporate College in Cleveland.
Entrepreneurship & innovation
Building businesses with a purpose.
My work today connects business strategy, leadership, technology, financial services and professional relationships—each addressing a different challenge business owners face.
Featured venture
Wired2Lead
Business strategy, leadership development and resources that help owners build stronger, more independent businesses.
AI.Wired2Lead is a business planning and execution platform within the Wired2Lead family.
Explore Wired2Lead →Business software
ScopeLynx
Technology designed to support accounting firms with quoting, scope management and pricing workflows.
Explore ScopeLynx →Financial services
Lumstead Bookkeeping
Bookkeeping and financial support for businesses.
Explore Lumstead →Business community
Faith Focused Network
A network connecting Christian business owners around relationships, resources and referrals.
Explore the Network →Leadership beyond business
Building companies matters. Building people matters more.
My commitment to service includes Stephen Ministry, volunteer mediation, youth basketball, soccer and baseball coaching, mentoring board service and Boy Scouts of America leadership.
Supporting people through challenges
Stephen Ministry and the Dayton Mediation Center reflect a commitment to listening, understanding and helping others navigate difficult moments.
Coaching and mentoring
Investing time in young people through basketball, soccer, baseball, mentoring and Scouting.
Serving beyond the workplace
Board and volunteer roles grounded in the belief that leadership is measured by the difference it makes in others' lives.
Author · Leadership · Perspective
Strong businesses begin with stronger leadership.
Through writing, training and strategic advisory work, I explore the decisions, systems and leadership habits that shape lasting organizations.
Books & Insights
Speaking · Training · Advisory
Bring experience to your next business challenge.
Connect about executive strategy, leadership development, customer service training, speaking or professional collaborations.