Who I am

I’m a business strategist with a track record of helping insurance organizations simplify complexity and execute with clarity. At AssuredPartners, I led the rollout of a new CRM platform across 500 agencies, built the supporting sales infrastructure, and led Salesforce integration efforts during the Gallagher acquisition.

My work spans national and regional firms alike. At Farmers Insurance, I deployed a Salesforce instance for 40,000 users and developed lead models generating $200M+ annually. At The Hartford, I reformed a $1.3B compensation program and integrated group benefits with P&C operations.

I work with companies of all sizes to align strategy, operations, and technology. I bring a clear perspective, mitigate enterprise risk early, and help organizations move faster and smarter.

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Contact

Have a question or want to talk through your project before booking?

I encourage you to reach out — I’m happy to speak with you to learn more about your needs and see if there’s a good fit. No pressure, no obligation — just a conversation.

Feel free to call or text me at 818.821.4931.