I work with founders and executive teams navigating inflection points — when market forces, demographic shifts, or emerging technology demand more than incremental change. I help you see the path forward and build the operational infrastructure to execute it.
This is not surface-level consulting. I design the systems and structures your organization needs to execute a fundamental shift.
I operate at the intersection of domains most advisors treat as separate — technology, regulatory structure, demographic change, revenue architecture, and organizational psychology.
I don't simply advise on trends. I design the systems that respond to them.
As Founder & CEO of Prismm Inc., I've navigated every stage of this work from the inside — closing a major regional bank as a first enterprise client, raising institutional capital, filing patents, and building infrastructure in a category that didn't exist. I've lived what I teach.
I'm also a published author. The Death of Deposits maps the $124 trillion wealth transfer challenge facing financial institutions — and what structurally prepared organizations are doing about it.
Book a strategy session and let's map the next structure of your organization.
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