I lead marketing, brand, product, AI, and growth that shows up where it counts — on the balance sheet.
After leading one of the most aggressive growth and transformation stories in its category,
I’m focused on the next company-defining challenge.
One company.
One mission.
Real stakes.
Especially in businesses
where trust is the product.
I’ve spent 15+ years building brands, channels, and movements that didn’t exist before I arrived — always leaving institutions measurably stronger than I found them. Not as a hired hand executing someone else’s vision, but as an entrepreneur at heart who found his sharpest tools inside organizations that needed exactly that energy. I’ve always been a connector — at the piano bench and in the boardroom alike. Not someone who reads the sheet music, but someone who reads the room — and creates something the audience didn’t know they were missing until they experienced it.
My edge has never been the playbook. It’s been the instinct to read people, connect ideas across silos, and build systems that outlast the campaign. That instinct was forged early — launching category-defining brands from zero in Silicon Valley, learning firsthand that the best marketing doesn’t sell to people. It finds them.
Today I operate at the intersection of strategy, brand, attention, and AI — not as a trend-chaser, but as a builder who sees what’s possible before the category has a name. What drives all of it is simpler than any framework. I’m a father — and father figure — who’s life has been shaped by encouraging others, equipping people to succeed, and creating environments where individuals feel supported instead of overlooked. Whether mentoring entrepreneurs and students, or leading teams through transformation, I believe deeply that when one of us wins, we all win.
More than any title or campaign, my hope is that people leave every interaction with me feeling more capable than when they arrived. Heard. Seen. Believed in. That’s not a leadership philosophy.
It’s just how I’m wired.
That’s what more looks like. Here’s the proof.
Driven entirely by new acquisition velocity — not by reducing attrition.
Institution-wide, not a campaign. 3× the full-year 2024 acquisition rate.
Didn’t just stop the bleeding — replaced three consecutive years of deposit decline with
"Extremely rare achievement — Every growth indicator positive simultaneously — assets, loans, deposits, capital, members — I've only seen this 5 times in 20+ years of credit union strategy practice."
— Former Director, Credit Union National Association (CUNA)
From real estate disruption to consumer financial services,
I've built growth engines inside industries where trust, compliance, operational discipline, and innovation must coexist.
Founder DNA → Institutional Results
No safety net. No bloated budget. Earned results - not bought.
Saw a gap nobody was filling and built two marketing businesses to fill it — results-only, independently verified, third-party oversight of performance and outcomes. A bold standard the market had never seen.
Catapulted an unknown agent to #1 Keller Williams producer in the U.S. Earned a validated 25% equity partnership. Generated $29.3M for a new Nevada market in 9 months. Pioneered commercial UAV deployment in the U.S.
"We could not have had a better turnout without your help."
The same pattern repeated a decade later inside a federally regulated financial institution: see the tool before the market does, build the infrastructure, deploy at scale. That's not a strategy. That's a disposition.
I built the first Enterprise AI Innovation Lab inside a federally-regulated Silicon Valley institution — compliance-cleared, Board-adopted.
Not a guest lecturer. Not a sponsor logo on a banner. A hands-on partner — business mentor and “Shark Tank” judge for AI ventures, hosting AI/LLM internships. Built the first AI-to-Institution talent pipeline of its kind in Silicon Valley.
Every FI recruits students with rate discounts.
I recruited them
with AI.
AI literacy as the on-ramp to financial membership.
No other Silicon Valley FI has built this model.
At F3, I was the sole product manager and product marketer simultaneously — conceiving product structures, taking them through Board approval, and GTM-ing them to market. No one else in the org held both seats.
Built acquisition, onboarding, activation, cross-sell, retention, and reactivation systems from scratch — then tied every metric directly to the balance sheet. This isn’t attribution modeling. It’s financial accountability most marketing leaders never touch.
Founded the first compliance-cleared, Board-adopted AI Innovation Lab inside a federally regulated Silicon Valley financial institution — from zero. Architected across Claude, Abacus.ai, aiDBASE, and Gemini. Seven initiatives deployed. Academic partners engaged.
Operated at the intersection of marketing, regulation, and institutional governance — not just the marketing function. Board presentations, NCUA filings, DFPI regulatory engagement, and C-suite strategy. Every major initiative cleared compliance and board approval before execution.
In my 30+ year career, I’ve never seen anybody learn this industry as fast as you.
PPCU → F3 Credit Union. Every touchpoint rebuilt from zero. The creative work is evidence of business impact — not a separate portfolio category.
Not a mockup. Not a deck slide. A fully realized brand system — live, in the field, commanding a room. From zero to this in under 12 months.
Same institution. Fully rebuilt. $190K returned to the balance sheet.
I didn’t design the eagle card. I replaced it. Every card that went to market after that had my name on it — literally.
Eagle motif. Traditional banking aesthetic — I owned two card redesigns from design through launch.
Geometric dark-navy identity. Multiple design variants developed.
F3 brand system fully applied to card product.
Full-page feature article covering F3’s transformation — from a legacy institution to an AI-forward, technology-led credit union competing head-to-head with Silicon Valley fintechs.