Professional Profile
Call Me When
Call Me When... Call or text (214) 202-8939 for any matter - meetings, events, coordination, etc. Profit Inc HQ is in Fort Worth, but I live/work from Frisco TX.
Contact Method
Cell phone text or call
Profession
Professional Certifications
Series 7, 66, 31, 3, 30
Functional Expertise
Business Focus
Provide advisor-types (M&A, business, revenue, etc.) access to our profitability analysis to help them service and advise their clients. We do not want to be in the advisory business.

Transition Planning Certification
Client Industries
Client Results
Every analysis completed so far (100’s) show C-level leaders hidden aspects of their company so they (and their advisors/consultants) can focus on critical segments to increase their profitability and business value.
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