Wellspring Financial Partners is a wealth management and financial planning firm based in Tucson, Arizona. Although we are located in the heart of the Sonoran Desert, we serve clients nationwide. We are a trusted guide and an independent fee-only fiduciary, offering unbiased advice to empower clients to achieve financial success.

I was recruited by the company founder to provide the business operational expertise and people management skills to uncover and resolve obstacles precluding value maximization prior to foreseen sale. My primary focus was on building the necessary infrastructure (people, processes, procedures, strategies) for a firm that had ‘hit the wall’ (self-described internal term). To that end, I brought in critical new talent and established value-specific client reporting mechanisms to ensure accountability in a 60% annual employee turnover firm.The result: Led this $46 million-dollar entity to a renewed strategy for doubling in size over the next 5 years, and commenced sales growth to 8-9% after 3 stable years.Specialties: Employee Retention Strategy, Talent Acquisition, Employee Engagement, Performance Management, Acquisitions

I founded this start-up company which focused on reducing the rising employee healthcare costs in small businesses. Conceived the concept and packaged a solution to a market where vendor incentives were principally opposed to cost control. I conducted market research to pinpoint product differentiation points and appropriate distribution channels. I then identified strategic partners and negotiated appropriate product integration and price thresholds. To bring the product credibility, I successfully recruited nationally recognized subject matter experts.Specialties: Healthcare, Healthcare Costs, Start-ups, Market Research

I led the public face and operational aspects of this $22 M entity whose task was to supply food to serve hungry households (30,000 meals per day). I was primarily responsible for the development of, and inspired implementation to, a strategic plan that would take the organization through its next two levels of growth. I succeeded a 25-yr icon and, accordingly, had to make necessary internal restructurings to install the appropriate policies and talent that would take the organization to its full potential. I reported to a 23-member Board of community influencers.When I realized that God gave me many gifts, but running a non-profit organization was not one of them I went back into the business world.Specialties: Not for Profits, Non-Profits, Charities, Food Bank

Took a failing technology company to an undisputed worldwide leadership position, increasing business revenues by over 890%. Made GAI the recognized authority in lightning detection systems, and the company remains the only one to have monetized weather instrumentation. Built a new and cohesive management team of capable and nationally recruited individuals. Principal contributions centered on creative business development for new applications (85% of ending revenues came from unserved markets upon joining), raising money to fund new non-linear opportunities, and the recruitment and development of critical talent to manage operations. Set up both direct sales and representative distribution channels, in addition to establishing strategic alliances with research institutions and OEMs. Expanded the core business from an instrument only orientation to a vibrant $18 M combined systems, software and data service model. Founded the USA’s first national private weather network. Positioned the company through strategic initiatives to be sold for 27 times EBIT. Reported to the Chairman, parent company (Tokyo, Japan) and served as a Board Member.

Charged with the planning and implementation of corporate development and external reporting requirements of this $140 M company. Responsibilities encompassed: divisional and corporate strategic planning; world-wide currency trading and funds management; external filings, including shareholder reports; NYSE and SEC documents; facilities management, property coverage, product liability, and global tax structure activities. Major accomplishments include reestablishing credibility after a SEC investigation and threatened exchange delisting, spearheading a corporate

Responsible for securing reps and selling hardware to Asian and European market PC board and semiconductor manufacturers