With over twenty-five years of seasoned business acumen, I've cultivated expertise across diverse industries, notably healthcare, financial services, and product distribution. Originally from Southern California and then earned my degree from the University of Michigan. Now, I call a suburb of Nashville home, where I reside with my family.
At the helm of Simplicity Life (formerly Imeriti, Inc.) as Chairman and CEO, I orchestrated a meteoric rise, propelling the company's growth by a staggering 8,000% within a mere twelve years. Under my leadership, Simplicity Life evolved into a powerhouse within the financial services realm, specializing in life insurance and annuities. In 2016, I lead the sale of the company to a prominent private equity firm, marking a successful transition as the primary shareholder.
Post-acquisition, I assumed pivotal roles within the Simplicity Group, serving as Executive Vice President of Strategy and President of Life. During my tenure, we executed an ambitious expansion strategy, acquiring over thirty distribution organizations within a span of four years.
Prior to my tenure in financial services and product distribution, I honed my craft as a principal at a prestigious East Coast consulting firm. Specializing in healthcare, I spearheaded management and IT consulting initiatives, overseeing a portfolio of 25 projects and driving substantial revenue growth through innovative client solutions.
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