SERVICES
Three Pillars.
One Vision.
Every engagement begins with a single question: what does your organization need to flourish — not just today, but for the next generation?
WORKFORCE TRANSFORMATION
HR & People Strategy
Organizations don't transform — people do. Drawing on Wharton's CHRO Program and advanced HR Management & Analytics training, I partner with HR leaders and C-suite executives to move beyond tactical HR — recruitment, compensation, benefits — toward strategic initiatives that drive competitive advantage. I bring a data-driven, design-thinking approach to people strategy: measuring what matters, building inclusive cultures, and positioning organizations to thrive through digitization, AI transformation, and leadership transitions.
WHAT'S INCLUDED
- Executive HR advisory and CHRO-level coaching
- Workforce transformation roadmaps & succession planning
- Organizational design and restructuring
- Culture assessment and change management
- DEI strategy and implementation
- People Analytics — attrition prediction, collaboration networks & performance evaluation
- AI Integration in HRIS
- AI Upskilling in Today's Workforce Transformation
- HR Technology Vendor Selection
- Strategic staffing, talent management & career development
- Motivation, rewards & performance management redesign
- Leadership development programs
IDEAL FOR
Mid-market employers (200–5,000 employees), HR directors, CHROs, and CEOs navigating growth, M&A, AI transformation, or cultural change.
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HEALTH & WELLNESS · BUSINESS INSURANCE
Insurance Placement
Protecting your people is the foundation of everything else. I provide comprehensive insurance placement services for California employers — from self-insured and level-funded health plans to group benefits, life, disability, and commercial risk programs — with a fiduciary commitment to your organization's best interest.
WHAT'S INCLUDED
HEALTH & WELLNESS INSURANCE
- Group Health — Fully Insured Plans
- Group Health — Self-Funded Plans
- Captive Insurance
- Wellness Point Solutions
- Pharmacy Business Management
- Data Analytics for HR
- Claims Reporting Analytics
TOTAL REWARDS
- Deferred Compensation
- Executive Benefits Strategy
- Life, Disability & Supplemental Benefits
- Employee Benefits Benchmarking
Tax Planning & Estate Protection
- Generational & Business Tax Planning with Life Insurance
- Buy-Sell Funding
- Business Partnership & Succession Planning
Business Insurance
- Transactional Insurance
- Key Person Insurance
- Workers Compensation
- Employment Practices Liability Insurance (EPLI)
- Commercial Property & Casualty
- Directors & Officers Liability
- Professional Liability
- Cyber Liability
IDEAL FOR
California employers seeking to control healthcare costs, self-insured plan sponsors, HR teams managing complex benefits programs.
inquire about this service →GROWTH & EXPANSION
Strategic Advisory
The most enduring organizations are built by leaders who think beyond the next quarter. Drawing on Columbia Business School's Venture Capital & Private Equity program, I provide board-level strategic counsel at the intersection of risk, governance, and capital strategy — helping executives navigate startup growth, PE-backed transitions, financing structures, and exit planning, while building philanthropic platforms and positioning organizations for sustainable, purposeful legacy.
WHAT'S INCLUDED
- Startup strategy and early-stage growth advisory
- Private equity risk management
- Business financing structures and capital strategy
- Exit strategy planning and business succession
- Board governance and risk committee advisory
- Strategic planning and scenario analysis
- Philanthropic strategy and foundation development
- Executive risk consulting
- Speaking, keynotes, and thought leadership
- Podcast and media advisory
IDEAL FOR
C-suite executives, board members, family offices, PE-backed companies, and mission-driven organizations seeking a trusted strategic partner.
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NOT SURE WHERE TO START?
Every Legacy Begins with a Conversation
Schedule a complimentary 30-minute discovery call. No obligation — just an honest conversation about where you are and where you want to go.