I started transforming service businesses in before college even started. My path began with overhauling the inventory system for a John Deere affiliate company, then went into full gear in college with the revamp my college’s campus service company. I built processes that improved their profitability, operations, and service. In sophomore year, I joined a regional bank and recouped $11 million through the design and implementation of a new FEMA-reimbursement process. My junior year of college included the design and implementation of a tax identification and collection process that recouped the bank $9 million in the first 3 months. At this point, I realized I was destined for business operations transformations.

I started a nighttime MBA on Qualitative Business Operations and realized I needed work experience in business finance. I moved to Boston MA, enrolled in Certified Financial Planning™ program at Boston University, MBA Corporate Finance classes at Boston College, and Enrolled Agent Business Tax classes at Northeastern. Meanwhile, I moved into a financial advisor position to work with business owners on business and personal financial stabilization and growth.

Skip ahead to my role as Senior Planner and Operations Transformation role at a multi family office firm that serviced business owners, then Director of Operations and Senior Planner role at a 45-person tax firm, and finally Chief Operations Officer at 125-person Wealth and Insurance Business. 

In 2007, I started MyVirtualCOO, a consulting firm for service businesses. I added Virtual Solutions for Advisors by publishing the largest, free, online, directory of vetted USA outsourced providers to businesses. 

Now I am lucky to attract and work with a select group of businesses that seek to transform their operations, mindset, and growth. I am a huge believer in continuous learning, having choices, and rising up. I am published, speak at major conferences, and yearn to help more businesses that work with consumers. In my spare time, I advocate for public school education, gun safety, and feeding our less fortunate, am a mom of 2 teenagers and a wife to one very understanding man. 

I welcome you to join me in the pursuit of knowledge. As great people have said before, with knowledge comes freedom and choices. So join us! The more, the merry!