As a Certified Exit Planning Advisor (CEPA), I help business owners increase company value and prepare for a successful sale or succession. I develop exit strategies that align operations, financial performance, and market positioning so owners can transition on their terms with confidence and financial security.
At Harris, I led a team of 20+ business development professionals and research analysts across North America, earned the company’s #1 team engagement ranking in 2022 and 2023, and advised leaders on five M&A growth strategies involving more than $1 billion in capital.
A graduate of Harris’ top executive leadership program and hold the CEPA designation. I previously held Series 65 and 2-15 licenses and earned a magna cum laude degree in Economics from UCF.
My leadership includes board and officer roles with the Florida Center for Early Childhood, Sarasota Financial Professionals, BNI, ProVisors, & the Sarasota Exit Planning Institute.