Why book a consultation?
For personalized guidance, brainstorming, or collaborations.

On my company website, Vertico Labs, I provide strategy and technical implementation sessions. However, these tend to be heavily focused on digital products in the tech sector and with medium-sized businesses.

Here on my personal site, I offer a more holistic consulting approach that addresses the broader impacts of business decisions on everyday life. My background isn’t just technical; it’s also deeply rooted in risk-taking and practical problem-solving. Launching a tech startup in the midst of a pandemic and steering it to a successful exit has taught me the real-world stakes of venturing beyond conventional “W2” employment. I understand the challenges that come with significant changes and taking risks, regardless of the industry.

Working from sunny San Diego, California – I am offering support for small business leaders directly, in person, or remotely in EST & PST timezones.

I’m here to offer guidance, mentorship, and collaborative support to those who are:

• Contemplating a major life or career change
• Overwhelmed by starting something new and substantial
• Seeking to align their professional endeavors with personal fulfillment

The core of what I hope to provide is reliable support for those in need of a brainstorming partner—someone to help navigate the complex decisions that shape our lives.

Also note, it is okay with me to ramble utter chaos into my consulting form. The most important thing to do is to get support early before panic and overwhelm set in. Explaining your situation and why you need support will only help to expedite the process.

Name *

Email *

Phone (Optional)

When is the urgency to start? *

• Yesterday
• ASAP
• Few weeks
• Can wait – researching options
• I have a long & ongoing project
• Other. I’ll mention in my message.

Communication Preferences – check all that apply

• In person
• Email
• Text message
• Message tool (eg. slack)

Workflow Preferences – check all that apply

• Async – task lists galore
• Sessions – no plan… just my mess
• Sessions – fierce agenda
• Check ins – short frequent meetings

What's going on? *

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I like to work directly with business owners to do things like:

• 💡 Strategic Visioning

  Crafting mission statements, defining product visions, and developing overarching roadmaps to guide your business’s future direction.

• 📍 Priority Setting

  Establishing near-term business priorities for the next three months with clear, achievable outcomes, and providing a flexible framework for longer-term goals up to a year.

• 📒 Operational Documentation

  Assisting in the creation of essential business documents, processes, and training materials to ensure clarity and consistency in your operations.

• 🦉 Knowledge Management

  Developing comprehensive internal knowledge bases, defining roles and responsibilities, and creating onboarding materials to enhance team coordination and efficiency.

• 🌱 Growth Strategy

  Advising on expansion decisions, developing expansion theses, and strategizing for market exploration to ensure sustainable growth.

• 🧐 Vendor Relations

  Managing vendor relationships and evaluating deliverables to ensure they meet your business standards and objectives.