NOT ANOTHER
BITCOIN BRO

I started in employee benefits at the #3 global brokerage as an intern who won the national sales challenge, earned a full-time producer role, and built a book of business in Dallas in under three years. Then I got recruited to OYO, the fastest-growing SoftBank portfolio company in the world.

At OYO I was a Senior Commercial Manager who scaled their U.S. hotel portfolio from 6 to 376 properties in six months. I helped build the underwriting algorithm with SoftBank’s team to assess and deploy CapEx, grew the team from 4 to 43, and closed the Hooters Hotel in Las Vegas. When the global COO relocated us to Palo Alto to lead a vacation homes launch, I went. When COVID hit, I adapted. I moved through Domio, pre-IPO Paycor (one deal from Presidents Club), and Coupa (publicly traded, Thoma Bravo buyout) building emerging market divisions before returning to what I know best.

I came back to benefits at the #6 global brokerage, took over a large retiring executive’s book, grew it, and earned the Vice President title covering both employee benefits and commercial lines. Dual licensed. From there, I was recruited to VP of Employee Health & Benefits at the #1 insurance brokerage firm on the planet, where I was rebuilding a $1.5M book in my home market of Detroit before pivoting to going all in on Lightning Strategies.

Through SoftBank board rooms, SaaS sales floors, and brokerage C-suites, I held Bitcoin. Accumulating since 2017, watching it deliver returns no reserve instrument could touch while the benefits industry kept recommending the same losing strategy.

Not another Bitcoin evangelist. Not another insurance consultant. A practitioner-led Chief Bitcoin Officer advisory firm built specifically for founder-led, self-funded mid-market employers that refuse to let healthcare inflation outpace their reserves.

I sit between two worlds most advisors never bridge: the operational reality of self-funded health plans, and the hardest money ever created. The mandate is simple — build a treasury that compounds faster than your claims trend, governed under a board-approved policy, owned and controlled by you.

If the math works for your plan, we engage. If it doesn’t, I tell you before you spend a dollar. That is the whole job.