With over 40 years of experience in business ownership, operations, mergers, acquisitions, marketing, and sales, I am eager to begin a new chapter as the Managing Partner of White Oak Strategic Advisors. My mission is to leverage my extensive expertise, combined with the principles of The Value Builder System™ and Duct Tape Marketing, to guide business owners in maximizing their company’s potential and achieving a successful exit on their own terms.

As the CEO of FX Design Group for 37 years, I transformed a local operation into a nationally recognized, Emmy Award-winning design and fabrication firm for broadcast environments. Inspired by John Warrillow’s book Built to Sell in 2011, I became an early adopter of The Value Builder System™, which played a crucial role in positioning my company for a successful sale. Additionally, John Jantsch’s Duct Tape Marketing was instrumental in growing the company through effective, “sticky” marketing strategies.

After my successful exit from FX Design Group, I took on the role of Fractional Chief Revenue Officer (CRO) at Ikan International. During my tenure at Ikan, I worked closely with the CEO to develop new marketing strategies, implement a sales plan with a new CRM, and build a channel sales team. This experience reinforced my passion for helping businesses reach their full potential, leading me to launch White Oak Strategic Advisors.

At White Oak Strategic Advisors, we are dedicated to empowering business owners to build value, drive growth, and plan for a successful transition, ensuring they gain their Freedom and exit their businesses on their own terms.