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Book Strategy Triage (10 min)

Structure
Meets Warmth.

I build—and partner in—companies that run. Planning and protection for the businesses you're building—partnerships, capital strategy, and systems that last.

Origin Truth

Why I Do This

My grandfather was a WWII frogman who returned home to build security for families through insurance. He taught me the value of Structure—having a plan when the impossible happens.

My father was a top producer at Metropolitan Life. He could walk into a room of strangers and leave with new friends. He taught me the power of Warmth—being there for people when they need you most.

I spent my life trying to choose between them. Until I realized that the best businesses—and the best lives—require both. Structure without warmth is a prison. Warmth without structure is chaos.

I didn't plan to follow their path. I built my career in operations, technology, and financing. But a pivotal conversation with an exposed business owner revealed a critical gap in the market: founders who build incredible value but leave it entirely unprotected. I saw the panic that comes from lack of planning, and I knew—this is where I needed to step in.

But I'm not doing it the way they did. I partner with founders, investors, and business owners in the advanced markets arena. We aren't just selling policies—we are engineering risk architecture. We aren't hoping for the best—we are building leverage for the worst.

Three generations. Same mission. Different altitude.

Today, I help founders build the systems ("Structure") that allow their culture and vision ("Warmth") to scale without breaking.

Proven Results

Systems That Actually Work

Not just advice—measurable impact. Here's what clients achieve when structure meets execution.

📈
40%
Avg. Revenue Increase
15 hrs
Weekly Time Saved
🎯
3.2x
Faster Hiring

Client-reported outcomes; varies by baseline and scope.

What Clients Say

"You were able to see the root of an issue immediately, without much background info. Confirmed something I knew inside but couldn't put into words."
Sarah M.
Founder, SaaS Startup
"One of the best conversations ever. He took the time to really understand my problem... and his advice was priceless. He really helped me overcome the impossible."
Michael T.
VP of Operations
3 promotions in 18 months
"Clearly a very experienced listener... A highly professional and empathetic expert in the field."
Jennifer K.
Executive, Fortune 500

All Services

Explore each offering in detail.

Partnership Equity & Operations Dashboard
Equity & Ops

The Co-Pilot

Minority equity operator seat for founders already at $2M–$15M.

Explore Partnership →
Operations

The Engine Room

CRM + automation architecture → built by Ops-Pal.

Explore RevOps & Ops-Pal →
RevOps Automation Workflow
Capital & Risk Strategy Matrix
Capital Strategy

The Blueprint

Capital allocation + exposure mapping → insurance architecture implementation.

Explore Capital Strategy →

Partner Network

CPAs, attorneys, lenders, fractional CFOs, M&A advisors, and P&C brokers: refer clients with confidence. Warm handoffs, high standards—your client will be treated like your client.

CPAs
Attorneys
Lenders / Brokers
Fractional CFOs
M&A Advisors
P&C Brokers

What I'm Building

Active ventures and current projects.

Featured
BH Capital Funding company logo

BH Capital Funding

Partner. RevOps & Sales Enablement. Business funding and lending company helping entrepreneurs access capital through streamlined application processes and automated underwriting systems.

Featured
Prism Dynamics company logo

Prism Dynamics

Founder & CEO. Preseed startup building the Personal/Social Regulation OS—the future of how people understand themselves, regulate their state, and collaborate. Replacing the mental health marketplace with dynamic personality science and real-time flow mapping.

OpsPal company logo

OpsPal

OpsPal helps businesses run smoother with websites, simple sales/marketing systems, and AI-powered automations that keep teams aligned and prevent missed follow-ups.

Featured

Life Insurance & Annuities

Third-generation advisor. Life insurance and annuities for business owners. Protecting wealth, securing futures, building legacy.

Where I'm Building

BH Capital BH Capital
PRISM PRISM Dynamics
Ops-Pal
4.9/5
🎯25+
📊40%

Let's Build.

Ready to install the structure your vision deserves?

"One of the best conversations ever. He really helped me overcome the impossible."
Michael T.
VP of Operations

Newsletter coming soon.