My career path was SUPPOSED to be in traditional accounting. In fact, I spent 20 years crunching numbers as a traditional accountant and enjoying success in this field.

My passion, however, was somewhere else. I felt the drive to view businesses from a broader perspective, a more holistic view of how a business operates with integrated technology and automation. I found myself obsessed with improving systems, processes and learning more about how technology is at the core of achieving goals.

That’s how Agile Planners was born.

Today, I help entrepreneurs, and small to mid-sized business tap into the power of technology to run their businesses faster and more efficiently.

What do I believe in? I believe that every business has a trajectory that can lead to sustained success. My vision is to create partnerships that help businesses create the map to get there.