About Me
Business is better when the right people, ideas, and resources come together.
I’ve always been drawn to the part of business that happens between the numbers and the people.
My Approach
Bringing clarity to the space between the numbers and the people
The numbers matter, of course. They tell you where you are, what’s working, and where things may be headed. But behind every spreadsheet, business plan, and financial decision are people trying to build something meaningful—and often trying to figure out how to do it with limited time, limited resources, and a lot of competing priorities.
That’s where I come in. I work with small business owners and entrepreneurs to bring greater clarity to their businesses, strengthen their financial decision-making, and uncover opportunities for collaboration that might otherwise be missed.
My approach combines financial insight, strategic thinking, and relationship-building. Sometimes that means helping someone better understand the financial side of their business. Sometimes it means stepping back and looking at the bigger picture—where the business is going, what’s standing in the way, and which relationships or resources could help move it forward.
And sometimes, the most valuable thing I can do is simply connect the right people.
“I believe collaboration is a business strategy.”
— Stevan Browning
Collaboration
A good collaboration can create opportunities neither business could easily create on its own
Why small businesses often operate as islands
They try to solve every problem internally, compete for the same customers, and spend money building capabilities that may already exist a few doors—or a few introductions—away.
What a strong collaboration can do
Expand reach, reduce costs, introduce new customers, strengthen an offering, or simply make running a business a little less difficult.
That’s why I look beyond the traditional question of, “How can this business grow?”
I also ask: “Who should this business be growing with?”
Financial Clarity
Financial clarity without the unnecessary complexity
I believe business owners deserve to understand their numbers without needing to become financial experts themselves.
Finance shouldn’t feel like something that only gets discussed with an accountant at tax time or buried inside reports nobody wants to read. It should help you make decisions.
My goal is to make those conversations practical, understandable, and useful so that business owners can make decisions with greater confidence.
Can you afford to make the hire?
Is this opportunity actually profitable?
Where is your cash going?
What happens if sales increase—or decrease?
Which investments make sense now, and which should wait?
Bay Area Focus
Rooted in the Bay Area. Focused on small business.
The Bay Area is filled with ambitious entrepreneurs, independent businesses, professional service providers, and people building remarkable things without the resources of a large corporation behind them.
Those are the businesses I’m especially interested in helping. Not because every business needs some massive transformation, but because sometimes a relatively small change—a better financial decision, a new partnership, a useful introduction, or a clearer strategy—can have an outsized impact.
- I like finding those opportunities.
- I like bringing people together.
- I like helping business owners turn a complicated situation into a clear next move.
Let's build something stronger
If you’re running a business and thinking about what comes next, I’d love to hear what you’re working on.
Because sometimes the next opportunity isn’t something you need to build from scratch. Sometimes you just need to see the connection.