Increase in scholarship applicants
First-year growth reported during scholarship process improvements at Cuyahoga Community College.
Executive business strategist · Entrepreneur · Author
Business strategy.
Executive leadership.
Lasting impact.
More than 25 years of experience leading organizations, developing business operations, supporting acquisitions, and turning strategy into practical results.
25+ yearsLeadership & organizational experience
Former PresidentThe Reliant Group, Inc.
Business acquisitionsAccounting firm growth & transitions
Business educatorLeadership & customer service training
Selected career accomplishments
Experience measured by execution.
Across business, higher education and community organizations, my work has centered on improving systems, expanding opportunities and strengthening teams.
Increase in scholarship dollars
Reported improvement associated with scholarship administration and outreach.
Increase in volunteer participation
Reported following a mentoring program redesign at Daybreak.
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. Developing solutions.
My ventures bring together business strategy, technology, financial services and professional communities.
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 →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.