As a consultant, my process is simple, taking a collaborative approach that will add focus to your challenges, based on on-going findings. That approach leads to well-conceived solutions that inspire confidence among my clients. By that same collaboration, my clients understand not only the proposed solution, but the cost/benefit criteria that will indicate the best course of action. I firmly believe that a participative approach that encourages client involvement allows them to enact change to their organizations with greater confidence.

Along the way, I have worked with companies from $5 Million to $1Billion in sales, engaging in a wide variety of business sectors from retail to manufacturing to healthcare, primarily sourced from the Private Equity environment.  

Finally, once my client, always my client. I have always believed that if you take the time and effort to build a relationship of value, I am your advocate for the long term. To have a true understanding of a client’s business goals doesn’t end with a project. Just as the payments industry is in constant evolution, likewise are your priorities and card payments needs.  Building a firm foundation allows me to bring additional value six months from now or six years from now.

Navigating the complexities that are part of the payments landscape has allowed me to consistently bring cost benefits to my clients. I bring an in depth understanding of fee structures and interchange metrics, contractual composition, compliance and industry evolution that allow true client advocacy.