Meeting Preference: Email, In Person, Video
Languages: English
I provide elite-level strategic planning, financial modeling, and marketing road-map for startups and growth-stage companies. With a background as a Director of Corporate Strategic Planning, a CFA, and an MBA, I help business owners navigate the gap between a vision and a fundable, profitable reality.
I specialize in Feasibility Analysis (Go/No-Go decisions), helping you determine if a concept will work before you invest your capital. My expertise covers both for-profit ventures and nonprofit organizations. Whether you need a bank-ready business plan or a digital marketing strategy to drive sales, I provide the structured guidance needed to scale successfully.
I also advise on digital and online strategy—websites, email marketing, and social media—aligned with overall business and financial goals.
Since joining SCORE in 2003, I have helped clients successfully launch and grow businesses in several sectors:
Social Assistance: Assisted Living, Group Homes, Daycare/Preschools.
Professional Services: Business Consulting, Engineering Services, Medical Spas.
Retail & Food: Coffee Shops, Bakeries, Fashion clothing, Wellness/Ayurvedic Centers.
Industrial: Manufacturing, Chemical & Refining, Energy, Waste Management.
Nonprofit: 501(c)(3) Startup, Program Design, Board Governance.
Technology: Digital - Social Media Strategy.
Areas of Expertise
- Branding
- Budgeting
- Business Plan
- Business Structure
- Cash Flow
- Digital Marketing
- Ecommerce
- Financial Literacy
- Funding/Loans
- Government Contracting
- Government Regulations
- Management & Operations
- Marketing
- Marketing Strategy
- Pricing
- Social Media
- Strategy Development
- Websites
Industry Experience
- Beauty, Cosmetics & Salon Services
- Business Consulting & Coaching
- Childcare
- Commercial & Residential Services
- Counseling & Therapy
- Education
- Fine Arts, Artisan, & Craft Work
- Food & Beverage
- Manufacturing
- Nonprofit
- Personal Care Services
- Photography & Video Services
- Professional Services
- Rental & Leasing
- Restaurant & Bar
- Retail
- Social Assistance & Family Services
- Waste Management & Disposal
- Website Development
- Wellness, Healthcare, & Home Health
- Wholesale
