Executive Advisor │ Interim CEO & President
I help owners, CEOs, boards, and investors solve the problems that stall a business — flat growth, eroding margins, weak financial visibility, and leadership teams that aren't executing.
I've founded and scaled companies, led complex P&Ls, and served as interim CEO and president. I assess a business quickly, identify what's holding it back, and work alongside leadership to fix it — giving companies experienced executive capacity without adding a permanent C-suite role.
Business strategy, revenue models, and market opportunity evaluation.
KPI rhythm, management dashboards, and operating cadence.
P&L review, margin improvement, and operating performance.
Team assessment and organizational design.
Reporting, budgeting, forecasting, and internal controls.
PE portfolio work, business model assessment, and decision support.
Scaled Pathward Financial's Consumer Lending Division (NASDAQ: CASH) while strengthening risk controls, expanding partner relationships, and launching new credit products.
Restored double-digit profitability by revitalizing the direct-response marketing business and rebuilding the C-suite.
Built a portfolio management company serving 85+ financial institutions and more than 500,000 cardholders, with a team of 200+.
As CEO of the franchisor, Locals Love Us, LLC, executed the franchise expansion model on behalf of its private equity sponsor — shaping rollout strategy and growing the system to eight markets and roughly $3M in annual revenue. Held a dual role throughout, owning one of the first franchises in the system, Locals Love Us – Quad Cities, LLC.
Ongoing decision support and strategic business review for owners, CEOs, boards, and investors.
CEO, president, CFO, or chief-of-staff roles through transition, turnaround, or growth.
Acquisitions, turnarounds, new-initiative launches, and performance assessments.
Available for advisory, interim executive, and special-project engagements with owner-led, privately held, and investor-backed businesses.