Speaking and Media
Conversations About What’s Next.
Exploring the intersection of retirement, technology, AI, customer experience (CX), and growth.
The future of retirement and financial services is being shaped by rapid changes in technology, artificial intelligence, customer expectations, distribution, and the evolving relationship between digital experiences and human advice.
I enjoy exchanging ideas with industry leaders, organizations, journalists, podcasts, conferences, and professional communities exploring those changes.
Drawing on more than two decades of leadership experience— working within the financial services industry—I bring a perspective that connects business strategy, technology, distribution, product, customer experience, and transformation.
Different Conversations.
A Common Purpose.
My Perspective
Speaking Topics.
I am available for keynotes, panels, webinars, podcast and industry conversations on topics including:
My Focus
From Sales Enablement to Intelligent Distribution
How AI, data, CRM, automation, and digital experiences are changing financial-services distribution.
The Future of Retirement Engagement
How personalization, behavioral science, digital experiences, and human advice can help create more engaged retirement participants and sponsors.
Why the future of financial services may not be AI versus people—but AI making human expertise more scalable, relevant, and effective.
AI + Human Advice
Leading Digital Transformation Beyond Technology
Why successful transformation requires organizations to rethink strategy, operating models, experiences, culture, and measures of success.
The Next Generation of Customer Experience
How organizations can move beyond omnichannel experiences toward intelligent, predictive, and increasingly personalized engagement.
Product, Experience & Growth
Connecting customer needs, product strategy, digital capabilities, and distribution to create sustainable business growth.
Right Brain. Left Brain. Better Strategy
Creative Problem-Solving in Financial Services. How creative thinking, design principles and human-centered problem-solving can help financial-services leaders challenge conventional thinking, simplify complexity and develop more innovative approaches to business transformation.
Rethinking the Retirement Plan Market
Transformation Strategies for PEPs & Pooled Retirement Solutions. Technology, distribution and evolving service models are creating opportunities to rethink how retirement solutions are designed, distributed and experienced—particularly in traditionally underserved segments of the market.
Perspective Built Through Experiences
Speaker Biography
I bring a practical and forward-looking perspective shaped by leadership across retirement, financial services, technology, customer experience, product strategy, revenue enablement, and digital transformation.
My experience spans organizations from growth-stage to enterprise, and across participant, advisor, plan sponsor, and distribution ecosystems. It gives me an ability to connect strategic insight with real-world execution—and to make complex ideas relatable, relevant, and actionable for today's audiences.
Awards & Industry Recognition
Kudos
Multiple Industry Awards
Including Webby, W3, Stevie, Hermes Creative, Addys, and much more
2024 Spark Institute Rising Star
Recognized as an emerging leader contributing to the advancement of retirement security in America
Featured in Industry Conversations
Insights shared through podcasts, panels, articles, and thought leadership
Let’s Connect
Bring A Fresh Perspective To Your Next Event.
Whether you’re planning a conference, webinar, podcast, panel, or an executive session, I’d love to explore how we can create a meaningful and engaging conversation to your audience.