I help Atlanta-based accounting and tax firms, as well as organizations in financial services, healthcare, and legal, adopt AI to streamline workflows, reduce errors, and stay compliant. My focus is on practical AI transformation that’s built to grow with your business.

Engagements typically start with hands-on training and expand into team workshops, opportunity mapping, and tailored automations. From streamlining back-office tasks to building AI roadmaps, my work helps firms unlock efficiency while staying compliant and competitive.

My approach follows a clear journey:

• Map opportunities & risks: identify use cases and build an actionable roadmap


• Set policy & governance: embed responsible use and compliance guardrails


• Integrate & enable: implement low/no-code solutions and partner on complex builds


• Train & support teams: build fluency and sustain adoption at scale

Beyond individual engagements, I’ve helped other consulting firms add AI to their service offerings, strengthening their value to their own clients. I’ve also delivered group trainings for organizations like Rotary Clubs, nonprofits, and professional associations bringing accessible, real-world AI insights to a broad audience.

At the core of my work is a belief that AI should be both effective and responsible. I embed governance and ethics into every engagement helping clients not just adopt AI, but adopt it the right way. My style is collaborative and practical, guiding organizations with structure while keeping the process clear and actionable.