Work
Case studies and experience
Each case study opens with the problem, my role, the timeframe and the outcome, then walks through the decisions and tradeoffs.
Orena
2025 – present · Founder, product lead
Took an at-home kit MVP to a fully digital, clinician-reviewed service built on licensed BrainCheck Assess.
Elovi
2025 – present · Founder
Positioning, offer design, partner evaluation, website, mobile intake and checkout, built ahead of launch.
Insurmi / Violet
2018 – 2022 · Founder & CEO
Raised $1.2M to build Violet, a conversational AI agent launched before the GPT era that helped push the insurance industry toward adopting AI.
Guidely
Consulting engagement · Product & GTM lead
Session show-up rates rose from 8.5% to 17.6%; landing-page conversion from 18% to 22%.
Experience
2022 – present
Primary roleIndependent Product, GTM & Operations Consultant
Product roadmaps, GTM and experimentation for AI, SaaS and telehealth companies including Guidely, Bondi, DealerPeak and Coplex (Grange Insurance). At Superior Tank, mapped employee-lifecycle processes and built a Paylocity / Microsoft 365 modernization roadmap.
2025 – present
Nights & weekendsFounder, Orena
An AI-native cognitive health clinic offering at-home assessments with neurologist-reviewed results.
2025 – present
Nights & weekendsFounder, Elovi
A GLP-1 weight-care brand for women, with provider-led treatment from $199 a month.
2018 – 2022
Founder & CEO, Insurmi
Raised $1.2M to build Violet, a pre-GPT conversational AI agent for insurance that helped push the industry toward adopting AI.
2014 – 2015
Financial Advisor, Ameritas
Life insurance solutions for ultra-high-net-worth clients.
2014 – 2015
Director of Business Development, Secure Estate Management
Led digital transformation of the sales organization and managed 50 agents and estate planners across the Southwest.
HonorsGlobal Innovation Fellow, U.S. Department of State (2017). One of 50 entrepreneurs selected to represent the U.S. at the US-China Entrepreneurship Summit in Shenzhen.