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Signed in as:
filler@godaddy.com
Capital & Compliance Strategist · 30-Year Entrepreneur
I grew up on a Michigan farm where we didn’t just talk about grit—we lived it. By the time I was a teenager, I knew how to run a tractor, balance books, and solve problems before breakfast. That same drive has powered me through three decades of building businesses that generate real results—and stay inside the lines.
Today, I design systems that make money move efficiently, legally, and with purpose. Whether it’s helping a mid-sized company stop wasting millions on bloated benefits, or guiding a $250MM+ family office through SEC minefields, I do what I’ve always done: roll up my sleeves, get into the weeds, and build something that lasts.
I work with ultra-high-net-worth families—typically starting at $250MM—to structure credit funds, build investor relations teams, and stay out of regulatory trouble. Think of it as Wall Street strategy, with Midwest values.
Small businesses often don’t know how much they’re overpaying for health plans that frustrate their employees. Through our “Can Your Plan” process, we help 10–150 employee companies cut waste and stay compliant.
We’re building a training company that helps insurance agencies stop spinning their wheels and start building repeatable revenue. It’s CRM meets coaching—with real, scalable results.
Most of my client work never hits the headlines—and that’s by design. I advise several first- and second-generation family offices under strict NDAs, helping them navigate governance, due diligence, and long-term investment planning.