About Me


"I help organizations grow, adapt, and stay relevant in a changing world."

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Activating Everyday AI in Real Work


My most recent work focuses on helping organizations move GenAI from curiosity into everyday use. I work with executives and teams to apply GenAI responsibly in real workflows, not as future concepts or isolated experiments, but as practical tools that improve how work gets done today. The emphasis is always on clarity, confidence, and momentum, helping organizations build capability that sticks and scales.



Banking, Credit Unions, and Organizations


I’ve spent much of my career working in banking, focused on consumer, marketing, digital innovation, customer experience, and growth initiatives. From community banks to national institutions and investments, my work has focused on making banking more human, more relevant, and more effective. That includes modernizing solutions, improving onboarding and engagement, applying data and analytics responsibly, and guiding institutions through digital change without losing the trust and relationships that matter most. This background shapes how I approach GenAI in regulated, high-trust environments.



Experience That Shapes My Perspective


Before focusing on GenAI and consulting, I held senior leadership roles across consumer banking, digital innovation, marketing, and investments. I’ve led large teams, managed branches and products, partnered closely with marketing and technology teams, and worked through multiple waves of industry change. That experience gives me a practical perspective on what it actually takes to lead change, support teams, and turn new ideas into daily practice.





Nearly 30 years in the financial services industry


American Bankers Association | Stonier Faculty, GenAI Speaker, AI faculty leading online AI Workshop

Graduate School of Banking at UW-Madison | AI faculty lead teaching GenAI in person and virtual classes

The Financial Brand | Contributor and speaker focused on GenAI and marketing topics

America's Credit Unions | Frequent speaker and teacher focused on marketing and digital enablement


Madison College | Everyday AI virtual and inperson classes


National and State Conferences | Speaking and teaching engagements focused on GenAI, marketing, and digital transformation


Content creator and webinar host with an emphasis on GenAI, financial services marketing, and executive education

UM-Amherst MBA with a financial services emphasis


Graduate School of Banking at UW-Madison graduate


Bank Beat 2024 "Rising Stars of Banking" Recognition


The Financial Brand Forum 2024 Top Rated Speaker


Professional Experience