Why independent, and why now.
For three decades I owned and operated a managed-services company. I hired the people, signed the contracts, priced the services, and answered to clients who trusted me with their technology and their money. I know exactly how vendors and providers work — how they quote, how they bill, and where the fine print hides — because I lived on that side of it every day.
Along the way I sat on both sides of the boardroom table, and I saw the same thing over and over: capable people — volunteer boards, busy owners — making large financial and technology decisions with no independent expert in the room. Just the vendors they were paying, and their own good instincts.
That's the gap I decided to fill. As an independent advisor, I don't sell you a management contract or an IT platform. I read the numbers with you, question the vendors on your behalf, and give you plain-spoken guidance — then you decide. My only loyalty is to the person who hired me.
I split my time between Connecticut and Florida, which lets me serve boards and businesses in both states, in person and remotely.