About

I see how the pieces connect. Then I build what's missing.

I'm an analyzer and a strategist at heart, and I study people as closely as I study data and systems. I want to know how a business works, why the people inside it do what they do, and why its customers say yes or walk away. That combination is unusual, and it's why the strategies and systems I build actually hold.

How I got here

I learned operations from the inside.

I started in real estate in 1994 as the assistant to the highest-producing agent in all of central Florida. That's where I learned how a business really runs: the systems, the follow-through, and the hundred small things that decide whether a client comes back.

In 1999, I started a business doing assistance and marketing work for real estate agents and brokerages around the country. That's where I learned to juggle multiple priorities for multiple businesses, grow and lead a team, and where I truly fell in love with technology as a way to manage it all.

I've been coaching and consulting since 2003, across North America and the Caribbean, with clients around the world. Along the way I ran US operations for a Swedish company, led sales and business development for North America at a global platform, built a state division from zero to more than 160 agents in 131 days, and created a business inside a virtual reality campus.

Strategy has always come naturally to me. What makes it work is the structure underneath it and the people carrying it out, and that's where I spend most of my time.

How I understand people

Root causes, not symptoms.

Most businesses treat the symptom. Someone isn't following through, so they add more accountability. The team isn't using the new system, so they add more training. Customers aren't buying, so they add more marketing. I look for the cause underneath.

That's the heart of the coaching and training methodologies I've built, The Rooted Agent Method and The Rooted Leader Method. They're grounded in identity, focus, energy, and the emotional triggers that keep capable people from doing what they know to do. The leadership side teaches owners and managers to coach the cause instead of the symptom, and to notice when someone starts to check out.

I was invited to explain this to financial advisors at an Edward Jones event. Afterward they came up to ask why no one had ever explained it to them that way. It's the same understanding I bring to every business I work with.

Your team

Why people disengage, resist change, or check out, and what leaders can do about it. Culture holds as you grow when your leaders understand what's really driving their people.

Your market

Why customers say yes, hesitate, or walk away. Understanding what people actually need before they trust you shapes your positioning, your offers, and how you go to market.

Your client experience

What people feel at every step, from the first conversation through onboarding and beyond. I design experiences around how people actually behave, not how we wish they would.

What I bring

Four strengths. One partner.

Strategy and analysis

Research, data, and pattern-finding. I look at the whole business, find what's holding it back, and figure out what it'll take to grow.

Systems and technology

I build hands-on: CRM, automation, integrations, and AI. I designed and built my own AI chief of staff and team of AI employees.

Learning and experience design

Curriculum design, learning platforms, leadership training, and user experience consulting, for teams and for the clients they serve.

People and behavior

23 years in coaching and consulting, grounded in psychology and how people actually think, lead, and change.

How I'm wired

Discernment and Galvanizing.

Those are my two geniuses on the Working Genius assessment. I can tell what's going to work and what isn't, and I get people moving on it.

I'm an ENTP who scores 100 on openness and 92 on conscientiousness. In plain terms, I'll see ten possibilities, and then I'll make sure the right one actually gets done.

Where I work

My office is virtual. The connection isn't.

I run my business from a virtual office in ro.am. Founders and their teams can drop in, meet with me, and work alongside me the way they would down the hall, from anywhere in the world.

It's also a working example of what I build for clients: the right technology, set up around how people actually like to work together.

Let's talk about where you're taking your business.

I'm based in Dawsonville, Georgia, and I work with founders anywhere. Book a 30-minute conversation, and I'll tell you honestly whether I'm the right fit.

Book a conversation Or send me a note