Windfall is a high-growth, venture-backed, data-as-a-service company that provides people intelligence to more than 800 nonprofit and commercial organizations. We have offices in San Francisco, Denver, and Lehi with remote team members nationwide. I joined the Windfall executive team following its $21M Series A. My contributions in this role included partnering with the executive team and co-founders to:- Build out Talent Acquisition team and processes- Build out Revenue Operations team and processes- Build out Sales Development team and processes- Build out Marketing team and processes

LegUp Health can help ANY Utah small business with their health insurance needs. Without LegUp Health, small business owners and their employees are treated like second-rate citizens, ignored by traditional brokers. The result is a lack of confidence about whether they have the right coverage, wasted money, and dissatisfied employees and spouses. With LegUp Health, small business owners and employees get treated like VIPs while gaining confidence they are maximizing their health insurance budgets.Our concierge service is different because we are budget and approach-agnostic. We are able to serve any Utah business owner regardless of their budget or the health insurance approach they choose. That means all health insurance options are on the table including group, marketplace, HRA, employee stipend, etc. We have options to support every budget (even $0/month) and we provide a year-round concierge service to help with any health insurance need that comes up.

Startup to Last is a podcast where Tyler King, who's the CEO and co-founder of Less Annoying CRM, and I talk about what it takes to build software companies that can last. The podcast has 50,000+ downloads and listeners in 100+ countries.

After taking a six-month sabbatical, I created LegUp Ventures to serve as a holding company for my entrepreneurial ventures and executive consulting. LegUp Ventures is 100 percent self-funded, and we have no plans to raise outside capital.To date, we’ve launched the following ventures:- LegUp Health (active)- GroupCurrent (closed)And we’ve consulted with several venture-backed companies including Voxpopme, Windfall Data, and Tachyon.

GroupCurrent provided outsourced management to member-based groups such as nonprofits, communities, and associations. We created the business around our first client, PandoLabs (now just "Pando"). For a full year, my co-founder and I managed Pando's entire operation and reported to the Board. We converted it to a member-based community and installed a new self-sustaining revenue model. Pando is now Park City’s entrepreneurial community. We decided to shut down GroupCurrent so we could focus on other ventures.

Facing significant regulatory uncertainty stemming from the Affordable Care Act, we raised ~$3M in venture capital to fund new product development while we lobbied for regulatory clarity. In December 2016, President Obama signed the bipartisan Small Business Healthcare Relief Act into law which created a safe harbor for small businesses to reimburse employees for their own health insurance tax-free called the QSEHRA. Over the following 18 months, we pivoted the business model and rolled out a new platform to deliver the new QSEHRA solution. During this time, we rebranded Zane Benefits to PeopleKeep, rebuilt the sales and marketing motions to support self-service and the new product, and returned to generating positive cash flows.When I stepped down as CEO, I left PeopleKeep generating millions in annual recurring revenue, profitable, cash flowing, and with regulatory tailwinds at its back for the first time in its ten-year history.

After the 2008 market crash, the board laid off the entire executive team along with most of the workforce. As one of five remaining team members and with a few months cash runway, I led the pivot to a new reseller distribution model and refocused the business on the microbusiness health benefits market. From 2009 to 2015, I acted as CEO and led the bootstrapping of the new business to several million dollars in annual recurring revenue by pioneering a new health benefit model through which companies reimbursed employees tax-free for their own health insurance.During this time, the company faced substantial regulatory headwinds. To help educate regulators and market influencers, I co-authored "The End of Employer-Provided Health Insurance" which was published by Wiley in November 2014 and led to numerous national media opportunities.

After moving to Park City to become a ski bum in the summer of 2007, I was recruited to join Zane Benefits as its thirteenth employee and third sales rep.