Business Strategist
Ledger and Legacy
This Thought Leader has been featured in:
With over two decades of experience driving revenue growth and margin expansion across industries—from financial services to marketing and brand development—I bring a results-driven, relationship-first approach to business development. I thrive at the intersection of strategy, insight, and execution, helping business owners navigate uncertainty and move with clarity toward sustainable growth.
As a former business owner with a background in sales, finance, and analytics, I understand the pressure behind every decision. I don’t just identify what’s holding a company back—I uncover the root causes, design scalable solutions, and help leaders move from reactive to strategic, from stuck to scaling. My role is to be a bridge—connecting businesses with the right resources, partnerships, and insights to help them stabilize, grow, or transition.
In recent years, I’ve worked alongside top-tier Fractional CFOs to deliver high-impact financial advisory and accounting support to business owners across South Florida and beyond. Our work spans manufacturing, construction, commercial real estate, aviation, private equity, and more—all different, but united by a need for strategic clarity and financial discipline.
What drives me is transformation—not just in numbers, but in confidence, capability, and long-term vision. I take pride in building genuine relationships and showing up with honesty, integrity, and intention. Whether I’m opening the door to a powerful partnership or guiding a founder through a critical inflection point, I bring clarity, foresight, and measurable value—because for me, business development is personal.