Bio
Alliance Management / Creative Planning Business Services work with companies every day to solve issues related to people, operations, finance, and sales, typically in a distressed environment. Our process is accepted by lenders to help companies succeed.
Our clients use our services because they believe we are a good match for their needs. We are passionate about what we do every day. Our role as an advisor is what drives us. I have been in sales most of my career and find the turnaround consulting business to be most fascinating on a daily basis, ever-changing, with new opportunities and issues to solve. With the backing of Creative Planning, a nation-wide wealth management and consulting firm, we have the resources to tackle anything related to the lifecycle of a business.