I build the systems
that let small teams run big programs.
I’m a business transformation leader who’s spent my career walking into situations without a playbook and building one. CX, operations, CRM, AI-enabled process automation, whatever the mess requires. I’d rather be the person figuring it out than the person waiting for instructions. Looking for what’s next: full-time, contract, remote, or in person.

Impactful things I’ve done over my career.
- $785Masset bank where I established the customer experience function during a merger
- 170+employees across 13 branches reached by a training ecosystem built from scratch
- 0 to 18,000high school students on the WIGU platform in about 12 months
- 100,000+annual visitors to IASourceLink, Iowa's statewide business resource platform
- 400+government partner organizations, managed as a team of one
- 3,000 hrsof manual work eliminated every year at Apprenticeship America
- $4Mraised at Apprenticeship America, $350K of it tied to the Eras framework
- 500+Iowa business licenses maintained in a state-mandated database
- 1,000+attendees per tax webinar I hosted with the Iowa Department of Revenue
About
The short version: I’m an operator who builds. I’ve done it inside companies and on my own, and I hold both to the same standard.
Most recently, that meant founding the customer experience function at Midwest Heritage Bank, a $785M institution, while it absorbed a merger and converted its core systems at the same time. I built the service standard, then built the training ecosystem that carried it to 170+ people across 13 branches, because a standard nobody’s trained on is just a poster on a wall.
Before that, I was Chief Operating Officer at Apprenticeship America, where a 13-person team took a statewide workforce platform from zero to 18,000 high school students in a year. I built the CRM architecture, the SOPs, the automated cadences, and the dashboards underneath all of it, plus the milestone framework the company used with investors.
Earlier, I ran IASourceLink, Iowa’s statewide business resource platform, mostly as a team of one for more than five years: content, the state-mandated licensing database, CRM and reporting, events, and a partner network of 400+ organizations spanning every level of government. When you’re the only person, you automate or you drown. That’s where most of what I know about AI came from, six years before it was a line on everyone’s resume.
These days that same instinct shows up nights and weekends, building software. Right now that’s Custavox, a CX intelligence platform for community banks, plus tools for founders and job seekers. I build because it’s the fastest way to stay honest about what I’m recommending to other people. See them on the projects page.
A few things that are true about me.
I’d rather fix the process than hire around it. Adding people to a broken workflow is the most expensive way to solve a problem and it’s almost always the first suggestion in the room.
I ask why past the point where it’s comfortable. The first answer is a symptom, the third is usually the actual cause.
I write things down so the next person can do it without me. If a system depends on me being there, I built it wrong.
How I work
Five principles and four frameworks, each one applied in the case studies.
Read the full methodology- 01Systems before headcount
- 02Clarity before speed
- 03Automation where it removes repeat work
- 04Stakeholder alignment as a deliverable
- 05Measurement loops
Learn about my work
All 8 case studiesCustomer Experience
Establishing a customer experience function at a $785M bank
$785M
in assets, the bank the function was built for
Operations & Automation
Scaling WIGU from zero to 18,000 students
18,000
high school students in about 12 months
Operations & Automation
Sprout, an AI chatbot that freed about 1,000 staff hours a year
1,000 hrs
of staff time freed per year
Strategy & Fundraising
Era-based strategic planning that supported fundraising
5
milestone eras, each gated by evidence