I serve as a senior-level BD leader on a flexible, retainer basis. I integrate into your team to drive strategy, lead execution, and strengthen your client pipeline—without the overhead of a full-time hire.

I specialize in relationship succession and continuity—ensuring your most valuable client relationships stay protected during transitions. I don’t just build Business Development systems—I mentor people, align teams, and protect what you’ve worked hard to build.

I work with professional service firms—especially in wealth management, law, and accounting—who are focused on growth, client retention, and preparing their next generation of leaders.

I assess your current business development efforts, uncover gaps and opportunities, and then help you execute. That can include client meetings, event strategy, proposal support, team mentoring, marketing input, and succession planning for key accounts.

Most of my clients engage me on a 3–6 month retainer, but I tailor the engagement to fit your goals. I’m here long enough to create sustainable change—but without creating dependency.

Fractional lets me bring senior-level impact to firms who need it—without requiring them to take on the cost and risk of a full-time hire. It’s flexible, focused, and effective.