The Story Behind the Work
THE MILITARY YEARS
Navy Veteran & First Responder:
Leadership when seconds matter
After high school, I joined the Navy. After I got out, I served as a firefighter and EMT.
By 25, I'd seen more life-and-death situations than most people see in a lifetime. It changed how I think about leadership:
By 25, I'd seen more life-and-death situations than most people see in a lifetime. It changed how I think about leadership:
Lessons Learned
Life is short. If something matters, act
Leadership under pressure is a skill, not a title.
Capability beats heroics. Your team’s readiness determines outcomes.
Strategy without execution is just noise.
Those years taught me how people really behave when pressure spikes - experience I still draw on when I'm sitting with leaders in crisis, M&A, or high-stakes change.
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What you get
The Corporate & Advisory Years:
FRESH OPERATOR SCARS
After the military, I spent 25+ years alternating between senior executive roles and advisory work.
After the military, I spent 25+ years alternating between senior executive roles and advisory work.
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Advisory PHASE
(2003–2019)
Founded Triwise Solutions
Worked with 250+ companies and 1,000+ executives
Helped client companies generate billions in revenue
Built the early frameworks that became the Executive Performance Optimization System™
Then I realized my advice was solid, but my operator experience was aging.
I didn't want to be the guy telling war stories from a decade ago. So I went back into the arena.
I didn't want to be the guy telling war stories from a decade ago. So I went back into the arena.
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Operator PHASE
(2019–2024)
Chief Strategy Officer – Dataline Systems:
Led repositioning, helped significantly improve valuation, navigated successful exit with 100% employee retention
Led repositioning, helped significantly improve valuation, navigated successful exit with 100% employee retention
SVP Client Success – CardWorks
Led 30-person team in $100M+ division, lived the realities of acquisition integration and crisis response from the inside
Led 30-person team in $100M+ division, lived the realities of acquisition integration and crisis response from the inside
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Now
(2025–Present)
Back to advisory work, bringing all of it together.
Recent experience + systematic frameworks + AI amplification.
That's what "fresh operator scars" means: recent, real experience at the level my clients actually live in.
WHAT I DO NOW
Why This Matters for You
All of that translates into practical advantages:
I can see patterns quickly—where your leadership, team, or execution is creating drag.
I’ve been in your rooms: board discussions, investor calls, acquisition talks, crisis escalations
I’m as comfortable with numbers and systems as I am with people and behavior.
I don’t bring ten-year-old stories—I bring recent executive experience plus 25+ years of pattern recognition.
I understand the specific challenge of being the smartest person in the room - and why that stops being enough at your level.
The result is the Executive Performance Optimization System™ (EPOS) — 12 frameworks designed for senior leaders in high-stakes roles, reinforced by private AI tools built on your context.
I can see patterns quickly—where your leadership, team, or execution is creating drag.
I’ve been in your rooms: board discussions, investor calls, acquisition talks, crisis escalations
I’m as comfortable with numbers and systems as I am with people and behavior.
I don’t bring ten-year-old stories—I bring recent executive experience plus 25+ years of pattern recognition.
I understand the specific challenge of being the smartest person in the room - and why that stops being enough at your level.
The result is the Executive Performance Optimization System™ (EPOS) — 12 frameworks designed for senior leaders in high-stakes roles, reinforced by private AI tools built on your context.
THE PHILOSOPHY
Warrior Spirit. Servant Heart.
People describe my style as calm, direct, and immediately applicable for you - even when the feedback is uncomfortable
A few beliefs that drive everything:
Life is short. Make your leadership count.
Excellence buys freedom. Perfection paralyzes.
Leadership is responsibility, not status.
Strategy without execution is wasted potential.
Data informs. Character decides.
I serve leaders so they can serve others.
I’m not interested in being the hero.
My job is to help you lead in a way that makes everyone around you better.
My job is to help you lead in a way that makes everyone around you better.
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Ai support 24/7
Human Judgment First.
AI as a Force Multiplier.
I build and use AI aggressively - but with a clear philosophy:
You're Tony Stark.
AI is the suit.
Both are required.
You're Tony Stark.
AI is the suit.
Both are required.
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What this means for you:
The Executive Performance Optimization System™ is a systematic diagnosis and correction of blind spots
Private, client-specific GPTs that extend our work between sessions
AI helps you think faster, see options, and turn frameworks into day-to-day support.
It never replaces your judgment - it amplifies it.
AI helps you think faster, see options, and turn frameworks into day-to-day support.
It never replaces your judgment - it amplifies it.
BEYOND BUSINESS
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The Personal Side
I'm 57. I ride a Motorcycle. I like HIIT workouts, complex problems, strong coffee and the ocean.
Most importantly, I’m a father to an amazing daughter with autism, who needs ongoing care.
She taught me something that now shapes how I work with leaders:
•Build systems that don’t depend on you being available 24/7.
•Make yourself less critical over time, not more.
That’s exactly how I approach executive development:
I’m not trying to make you dependent on me.
I’m here to build your capability and capacity so you don’t need me.
ONLY I
Why I do this now
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I can’t change the whole world. But I can positively influence the way leaders think, decide, and show up—and that changes the worlds they touch.
I serve leaders so they can serve others.
That’s how one person changes the world - one leader at a time.
If you're carrying real weight for others and want someone who's been in the arena with fresh scars - not just theory...
we should talk.
Start the AssessmentWhat Happens Next?
Start with the Executive Blind Spot Assessment,
then a focused conversation about your role,
stakeholders, and what's actually in the way.
No sales pitch.
Just perspective you can't get from inside your own head.
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