Our firm provides critical analysis and coaching to philanthropic investors, business leaders and advocates to help them tackle the complex problems that affect their communities. Current activities:• Leading the Making Money Matter Initiative, in partnership with the Minneapolis Foundation (and others), to help financial advisors and family offices and their high-net worth clients create impactful social investment plans.• Recently finished a series of case studies highlighting different approaches to impact investing and social finance. Cases have been taught at Said Business School, Oxford University, and other academic venues (cases are available on pfc website.) Cases include: o A ten-year retrospective funded by the Lumina Foundation focused on Lumina Impact Ventures, the foundation’s impact investing program and their strategy of investing in start-up edtech firms. o A strategic plan for the Fred A. and Barbara M. Erb Family Foundation on how members of the Detroit Arts Support organization can increase funding of arts initiatives in Southeast Michigan. o Several case studies funded by Partners for a New Economy (Swiss Foundation) that focus on new economic models and ideas. Concepts studied include: (1) New economic models challenging traditional neoliberal economic thinking (New Approaches to Economic Challenges at the OECD); (2) New ways that corporations can measure their social and environmental impact beyond ESG (Future-Fit Foundation); (3) Implementing Community Wealth Building strategies at the local level and at scale (Democracy Collaborative); (4) Using a Systems Change approach in the UK to “transform the UK financial system for people and planet.” (Finance Innovation Lab).

Oversaw the firm's internal operations and provided in-depth financial analysis on client consulting and evaluation assignments.Headwaters is an international philanthropic consulting firm that helps clients: 1) Define a vision and direction through strategic planning and program research; 2) Improve their efforts through evaluation and learning; 3) Implement key strategies through effective grants management; and, 4) Maximize impact through improved leadership and organizational effectiveness.

Led the firm’s aggressive entry into the financial services business. Managed the firm’s Wealth Management Services business with a staff of 60 professionals in 15 locations and a budget of $8M, the Retirement Resources Group with a staff of 180 professionals and a budget of $16M, and the financial services general support group of eight professionals (compliance, marketing, product development, human resources and finance) with a budget of $2M.

Developed a new distribution channel to sell Block tax preparation services through large, national credit unions and wrote the strategic plan to expand financial services at RSM McGladrey, its accounting subsidiary.

Created and implemented several new business concepts and distribution channels.Titles included:Vice President, New Business Development 1998–2000, Market Group Alliances;Vice President, Direct Channel Expansion1996–1998, Third Party Distribution;Director of Community Bank and Credit Union Program1993–1995, Financial Institutions Group;Director of Marketing 1988–1993, American Express Property Casualty Company;Manager 1985–1988, Corporate Strategy and Development;