Beyond my day-to-day marketing work, I stay involved with a few companies I believe in — as a board member, an advisor, and a consultant. Supporting founders building something from scratch is a particular interest of mine.
Board Member
Linden Media Studio
A South Carolina–based marketing services startup built on the idea that strong strategy shouldn’t be reserved for companies with an in-house team. I sit on the board, helping guide their offerings as they grow — and helping young entrepreneurs build something from scratch is exactly the kind of work I want to be part of.
Advisor
OptiBooks
OptiBooks is an AI-assisted review platform being built for CPA firms — it looks past the filed tax return to re-examine the accounting and tax treatment behind it, surfacing corrections and planning opportunities a form-to-form comparison would miss. It’s currently in development, building alongside CPA firms through a beta waitlist. In one published engagement, the review produced a $250,000+ cash refund after correcting a mis-applied accounting treatment. I advise the team as they build it.
Marketing Consultant
Waters Business Consulting Group
Led by John Waters — whose book Profit by Design I worked on as editor — Waters Business Consulting Group helps Phoenix-area business owners grow through the Profit by Design™ system: consulting, coaching, workshops, and speaking. I work with them as a marketing consultant.
Member
CMO in Residence
CMO in Residence is a collective providing CMO-level go-to-market strategy and advisory to technology companies. I’m a member — it’s where I stay sharp alongside senior peers and keep growing my craft.
Let’s Talk
Whether it’s a demand-gen engine, a book project, or just a good conversation about AI in marketing — I’d love to connect.
