From there I spent more than a decade inside insurance and financial services. Lincoln Financial, Global Atlantic (then a Goldman Sachs company), and finally Munich Re.

Munich Re is where the work I do now actually took shape. I was a consultant in the innovation lab on a go-to-market project for a property and casualty platform built for the real estate industry. Blank canvas, sharp team, end-to-end ownership. It gave me the confidence to go out on my own.

I started EPM Collaborative in 2019 as an experiment in working differently: deeply embedded, outcome-aligned, with a small number of clients at a time. The model worked. The work has taken me from reinsurance to social impact, from Doha to Costa Rica, from a vacation rental software startup to a title company breaking into commercial real estate.

The industries have changed. The approach has not. I ramp on context quickly. I build sales and marketing systems that are specific to the business and the moment, not templates dressed up to look custom. Then I run them.

EPM is not a retainer shop. I do not hand off strategy decks. I get in, build the system, and run it with you.

Available for project consulting, fractional or part-time leadership, and advisory engagements.

From Philly. Running out of Costa Rica. Working everywhere.

How I Work
Embedded
I work inside your business, not alongside it. You get a partner who understands the context, not a vendor who needs to be briefed every call.
Outcome-Aligned
Engagements are built around results. I have skin in the game. That shapes how I build, how I execute, and how I measure progress.
Small by Design
I work with a deliberately small number of clients at a time. The depth of involvement requires it. This is not a scalable agency model. It is a precision one.
Sector-Agnostic
The fundamentals of sales and marketing do not change based on the industry. I have proven that across real estate, financial services, e-commerce, digital marketing, social impact, carbon markets, and leadership development.

Let's talk.

Pick a time that works. No pitch deck, no preamble. Just a straight conversation about where you are and what would help.