BIO
Professional Profile
I am a growth-minded, passionate executive with a remarkable track record for creating a culture that encompasses visionary thinking, collaboration, and immense growth opportunities.
​
I serve as a Maxwell Leadership Team Member, Executive Director, Certified Trainer, Coach and Speaker seeking to bring more value and leadership to the world.
​
I have over 30 years’ experience in automotive retail, claims administration, captive insurance management, and business development through agency and strategic partners.
Leadership & Experience
2020 - 2022
Portfolio Holding, Inc.
Executive Vice President, Strategic Ventures
​Focused on mergers, acquisitions and development of adjacent business opportunities for alignment and growth initiatives to increase the overall size and nimbleness of the company.
2020 - Present
Driven Capital Partners
Co-Founder
A joint venture formed to invest in and consult with growth-oriented companies focused in areas related to automotive, administration, insurance, and technology.
1996 - 2020
National Automotive Experts/NWAN, Inc.
Chief Executive Officer
Led and motivated the growth of the company from a startup third-party administrator to being one of the most innovative and client-driven administrators in the nation. Created products that revolutionized the industry. Company was acquired by Portfolio Holding, Inc., an Abry Partners company, in 2020.
2016 - 2020
Imprise Insurance
President/Founder
Created one of the first insurance captives in the State of Ohio to provide creative and wealth-building solutions for clients nationwide. Company was acquired by Portfolio Holding, Inc., an Abry Partners company, in 2020.
2020 - Present
Portfolio Holding, Inc.
Board Member
​
​
Provide valuable insight into the aspects of the business relating to strategy, finance, legal and sales initiatives, striving to align the interests of shareholders and leaders.
1990 - 2001
Sunnyside Automotive
Vice President
(Remained a Consultant through 2006)
Led the dealership group in all areas related to finance and insurance products. Created, implemented, and facilitated all corporate training for sales, finance, service, and management. Managed the captive reinsurance companies for the dealership group.
2021 - Present
Maxwell Leadership
Certified Trainer, Speaker & Coach
​
​
Bringing leadership, personal growth and team building initiatives to companies, teams and individuals to help create healthy, happy humans.
2018 - Present
Changing Lives Foundation
Executive Director
​
Servant leader of a non-profit organization that provides financial assistance to those in catastrophic need as well as helping to develop leaders and individuals to improve their leadership skills to promote better values and beliefs throughout the world.
Non-Profit Management
Trainer, Speaker & Coach
Culture Development
Business Consulting
Change Management
Project Leadership
P & L Management
Process Improvement
Leadership Development
Employee Recognition
Due Diligence & Analysis
Employee Recognition & Retention
Startup & Growth Initiatives
Captive Insurance Management
Strategic Planning
Boards & Affiliations
-
Changing Lives Foundation, Executive Director, Board of Directors
-
Lender Compliance Technologies, Board of Advisors
-
Inspiring Children Foundation, Board of Advisors
-
Cleveland Christian Home, Advisor
-
Providers & Administrators Board of Advisors (2016, 2017, 2019)
-
F&I Providers Relief Fund Board Member, Executive Chair