Turn AI from headline risk into competitive edge—across the boardroom and the build room

Former founder & senior software engineer with P&L ownership, M&A experience, and hands-on LLM delivery. I bridge the gap between C-suite strategy and technical execution.

Cut feature lead-time 40% in 90 days
Board-Level Risk Management
Hands-On Technical Delivery
Measurable Business Impact

AI's Proven Impact Across Industries

Financial Services
Up to 85% reduction in document processing time
AI-powered contract analysis and regulatory compliance automation
Customer Service
700 FTE equivalent work capacity
Autonomous AI assistants handling complex customer inquiries
Software Development
40% faster development cycles
AI-assisted coding, testing, and deployment automation

These metrics represent documented results from leading companies implementing AI solutions. Similar transformations are achievable across industries with the right strategy and execution.

Leadership & Technical Credentials

Founder of EngAssist

Acquired by RTM Engineering Consultants, 2022

Ex-AVP LPL Financial

Led 18-person engineering team, $50M+ P&L impact

15+ Years Full-Stack/ML

Enterprise systems to cutting-edge AI implementations

Scaled 1→30 Team

Strategic hiring, development, and retention

Service Pillars

Comprehensive AI transformation services from boardroom strategy to production deployment

0.5–1 day
Board & Exec Alignment

TYPICAL DELIVERABLES

Half-day workshop → risk/opportunity map, capital-allocation principles, comms narrative

BOARD IMPACT

Capital efficiency, regulatory compliance, competitive positioning

2 weeks
AI Strategy & Operating-Model Design

TYPICAL DELIVERABLES

Data & talent readiness scan, target operating model, 12-month roadmap, ROI model

BOARD IMPACT

Revenue per seat, operational leverage, talent retention

1–2 weeks
Portfolio & Vendor Due-Diligence

TYPICAL DELIVERABLES

Buy-vs-build matrix, cost/latency models, EU-data-residency compliance notes

BOARD IMPACT

Make-vs-buy analysis, vendor risk assessment, data sovereignty

4–6 weeks
Pilot Build ("Thin-Slice")

TYPICAL DELIVERABLES

Working PoC (e.g., RAG knowledge base, customer copilot) with evals, guardrails, runbook

BOARD IMPACT

Time-to-value, proof-of-concept validation, technical feasibility

Retainer
Capability Uplift & Change Management

TYPICAL DELIVERABLES

Dev workshops (101-301), prompt/RAG templates, cost & observability dashboards, office hours

BOARD IMPACT

Team productivity, knowledge transfer, sustainable adoption

1–2 weeks
Responsible-AI & Workforce Impact Review

TYPICAL DELIVERABLES

Risk register, governance checklist, workforce transition plan, stakeholder comms kit

BOARD IMPACT

Regulatory compliance, workforce planning, stakeholder management

* Investment quoted after scoping. Every deliverable tied to metrics your board already tracks.

Engagement Models

Flexible approaches designed to meet you where you are in your AI journey

Discovery Sprint

Fixed-scope, fixed-time assessment to de-risk larger spend

What's Included:

  • KPI baseline establishment
  • Risk/opportunity matrix
  • Technology readiness scan
  • Clear next-step recommendations

Ideal for: New to AI or evaluating strategic direction

Let's Scope Your Investment
Pilot Build

Outcome-based SOW, kill-criteria agreed up-front

What's Included:

  • Working proof-of-concept
  • Evaluation harnesses & guardrails
  • Production-ready runbook
  • Team training & handoff

Ideal for: Ready to validate specific use case

Let's Scope Your Investment
Embedded Advisor

1–3 days/week; join stand-ups, steer backlogs, coach leads

What's Included:

  • Daily technical guidance
  • Architecture reviews
  • Team mentoring & upskilling
  • Continuous optimization

Ideal for: Scaling AI capabilities across teams

Let's Scope Your Investment
Board-on-Call Retainer

Quarterly readiness reviews, deal & vendor vetting, ad-hoc workshops

What's Included:

  • Strategic AI guidance
  • Vendor evaluation support
  • Regulatory compliance reviews
  • Executive briefings

Ideal for: Ongoing strategic AI leadership

Let's Scope Your Investment

Every Engagement Includes:

KPI baseline (cycle time, cost/1k tokens, revenue per seat)
Ownership transfer—docs, code, and team enablement

Our Five-Step Approach

A proven methodology that bridges boardroom strategy with technical execution

01

Align

Board workshop, risk/opportunity matrix

Executive alignment on AI strategy, risk tolerance, and success metrics

02

Map

Data, talent, compliance, and budget constraints

Comprehensive assessment of organizational readiness and resource requirements

03

Select

1–2 thin-slice use cases with clear KPIs

Prioritize high-impact, low-risk pilots with measurable business outcomes

04

Build

Secure PoC with evals, guardrails, observability

Develop production-ready proof-of-concept with enterprise-grade security

05

Scale & Enable

Harden to prod, train teams, hand off

Full production deployment with comprehensive team training and knowledge transfer

End-to-End Accountability

From initial board presentation to production deployment, we maintain ownership of outcomes and ensure successful knowledge transfer to your team.

Executive & Technical FAQs

Addressing the key concerns of both boardroom and build room stakeholders

Book a 30-Min Diagnosis Call

Leave with two concrete next steps, no obligation. We'll assess your AI readiness and identify your highest-impact opportunities—whether you're just starting or scaling existing initiatives.

Cost of Inaction

Talent Churn
Top engineers leave for AI-forward companies
Technical Debt
Legacy systems become harder to modernize
Competitive Risk
Competitors gain sustainable advantages