About Me

Our focus at Strategic Advisor Solutions is coaching firms to run strong businesses, structure for growth and transform their business cultures. For a firm to grow it must have a solid foundation to build upon. Our coaching helps strengthen key areas of a business for consistent and scalable growth. We help firms clarify who they are, why they exist, and where they are going so that the organizations expectations, processes, and goals are well defined and executed. For growing firms, they must begin to master the skill of reducing complexity. As your team grows and people are hired into the company the communication, processes, and systems become exponentially more complex. The way to combat this is to be intentional about simplifying the business. We provide the tools and skill to do that. This process strengthens and simplifies all parts of the business for continual growth.
I have 22 years’ experience providing practice management and business development solutions. Our typical clients range in size from 1M to 7M in revenue across industries. In a recent article, I was featured with a Financial Planning client who experienced exponential growth from implementing our solutions. I have consulted clients on breaking through growth barrier’s while helping them manage their firms more efficiently through business model changes, creating a strong company vision, and setting strategic goals. I have a Bachelor of Science degree in Finance from the University of Connecticut School of Business and had acquired the Series 7, 24, 51, and 63.