Dallas-Fort Worth Metroplex
I've spent my career helping organizations navigate complexity. What began as an early fascination with how systems fit together grew into a leadership philosophy centered on clarity, steadiness, and the belief that people perform at their best when they understand the path forward. I've learned that the real work of a technology and cybersecurity executive is not eliminating uncertainty but creating confidence inside it. My approach is grounded in bringing enterprise-grade thinking into organizations that weren't built for it. Mid-market businesses carry real complexity: legacy systems, constrained resources, and leadership teams that need technology to serve the business, not the other way around. I meet organizations where they are, apply enterprise cloud architecture with discipline, and build toward maturity without sacrificing the pragmatism that keeps things running. The result is technology leadership that translates — for the board, for the business, and for the team doing the work. Across three decades, I've led teams through outages, reorganizations, mergers, and the quiet, relentless pressure of keeping critical systems running. The work spans: unifying Microsoft cloud environments across more than 60 acquired firms, leading enterprise business continuity governance through COVID‑19, building transaction‑grade diligence processes for private equity recapitalizations, and creating board‑level security documentation that translated program complexity into governance-ready clarity. I've operationalized Data Loss Prevention as an enforceable control, embedded security awareness into cultural expectations, and helped organizations move from reactive posture to disciplined, measurable resilience. The outcomes matter — but so do the moments behind them. The shift in a room when a team realizes they can handle whatever comes next. The clarity that emerges when a complex risk becomes understandable. The sense of calm that replaces chaos when people trust the process and each other. I'm drawn to the intersection of leadership and technology: cybersecurity, AI governance, operational resilience, and the connected systems reshaping work itself. At the center of it all is a simple belief: resilient organizations are built by resilient people, and the best leaders create the conditions for others to thrive. If you're working on something that requires clarity, steadiness, or the ability to make complexity actionable, I'm always open to a conversation. All insights and opinions shared here are my own & are not official statements from my employer.
Daybright Financial is the new name of U.S. Retirement & Benefits Partners, one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Daybright Financial thrives because of its successful partnerships with some of the nation's best benefits & retirement firms. Our skilled Advisors and Benefits Brokers & Consultants offer outstanding solutions and services to more than one million clients across the country through a combination of technology and personal service. At Daybright Financial we are committed to keeping the data entrusted to us safe. As the Chief Information Officer, I work daily with our CEO, our Board, and other members of our executive team to build our culture of cybersecurity awareness.
● Member of executive leadership team with responsibility for information technology innovation and information security. ● Enabled ongoing acquisition activities through technology due diligence and integration of acquisitions. ● Developed and led Azure cloud migration strategy, reducing data center footprint and increasing organization integration and agility in product development. ● Improved security and communication through consolidation into a single Office 365 tenant structure. Introduced SharePoint and Teams into the organization to promote collaboration. ● Implemented security processes, training, and systems to protect financial and health related information across a diverse environment. ● Enabled cross-sell activities through the deployment of centralized client data using Dynamics 365 Customer Relationship Management platform. ● Championed business intelligence efforts allowing better understanding of current and future opportunities. ● Developed and implemented enterprise security strategy to support compliance with state and federal regulation. Designed and implemented systems to support compliance with state and federal regulations.
Solving business problems through people, process, and technology. Leadership, mentoring, and helping companies plot a course through an uncertain future.
First Command is a Registered Investment Advisor supporting over 274,000 military and federal employee client families by developing and delivering comprehensive financial services, insurance, banking, and investment products through a network of more than 177 remote offices. ● Vice President reporting to the CIO and leading the department providing all daily infrastructure systems and network operations of global financial provider with over 177 remote offices and 1,800 users. ● Led ongoing visualization effort which resulted in $5M+ of CapEx savings while delivering highly available services to business and technology customers. Partnered with suppliers and technology manufacturers to maintain exceptional service levels while reducing OpEx by 35%. ● Met requirements of Federal and industry regulatory bodies, including Federal Reserve, Office of the Comptroller of the Currency, NASD, Office of Thrift Supervision and the Securities and Exchange Commission. ● Designed virtual platforms, network, storage technology, and server solutions to provide a highly available and secure infrastructure to meet rapidly developing business requirements. ● Key projects successfully delivered include migration to a virtual technology platform, in-sourced banking system based on Intel hardware, multi-carrier redundant Internet solution, performance and availability management solution, operating system upgrades at both server and desktop levels, full Active Directory deployment, Java based portal migration, and Citrix remote computing system. ● Utilized skills in infrastructure security policy, technology strategy planning, and delivery systems implementation, leadership, and technology deployment at both application and network layers.
Private consulting practice assisting mid-size clients with strategic technology planning, implementing business technology systems, leadership development, building teams, and addressing business issues. ● Provided interim technology and business consulting for a core of long-term clients, including architecting a major network build-out for a new corporate facility in Fort Worth. ● Developed custom software for a variety of niche legal and telecommunications markets, including a global e-mail system which eliminated e-mail delivery failures and reduced spam by greater then 90% for one company. ● Developed strategic technology plan for a consortium planning an international telecommunication offering for vacation centers and resorts. ● Provided remote management services for clients with a mix of UNIX and Microsoft operating systems.
EdExpress created and patented (Patent 6484147) a multi-merchant loyalty program focusing on helping parents save for college expenses through the use of shopping loyalty credits. ● Provided strategic technology advice to company founders in earliest stages of business planning, system architecture development, and strategic planning. ● Presented concepts and business plan to private and professional investors during all funding rounds. ● Established design specifications for development, test, and production environments, including software evaluation, purchase agreements, and contract management. ● Assembled staff of internal and external resources to develop and build all phases of business and web systems. Prepared and managed hiring plans across multiple stages of project lifecycle. ● Managed buy vs. build strategic planning, prepared financial models for development, installation, and operation, and participated in corporate financial management processes. ● Developed and marketed strategic partnerships for hardware, software, and services that significantly lowered costs and improved cash management for startup firm.