Hands-on AI advisory and implementation for Bay Area advisors, professional service firms, and small businesses ready to move from experimenting with AI to operating with it.
I work with small and mid-sized firms across San Francisco, the Peninsula, Silicon Valley, and the East Bay — wealth advisors, accountants, attorneys, marketing agencies, and operators of professional service businesses where the partners are the product.
The pattern is the same everywhere: you've tried ChatGPT a few times. You see the potential. But you don't have time to figure out what's worth building, how to roll it out without breaking workflows your team already relies on, or how to keep up as the tooling evolves week by week.
That's the gap I close — translating where AI actually creates leverage in your specific business into infrastructure your team can use without me sitting next to them.
A focused diagnostic to identify where AI will create the most leverage in your business — and where it won't.
90-minute working session + written report
Firms exploring AI seriously for the first time, or wanting a second opinion before committing budget.
Stand up your firm's AI infrastructure end-to-end: workspace, workflows, prompt library, and team training.
Typical 3–4 week engagement, scoped fixed-fee
Firms ready to commit and want a proper foundation rather than piecemeal experimentation.
Continuous AI operations support: build new workflows, refine what's working, and stay ahead of the platform.
Month-to-month after initial 3-month minimum
Firms post-Foundation Setup who want their AI capability to compound over time.
Most clients begin with the Audit — a low-commitment way to see whether the value is there before signing on for more. The Audit fee credits toward Foundation Setup if you proceed within 60 days.
The Foundation Setup is where your firm actually goes operational. By the end, your team has working AI infrastructure they can use without me sitting next to them.
The Operations Retainer is for firms that recognize AI capability isn't a one-time install — it's an asset that compounds. New workflows get built. Existing ones get sharper. Your team stays current as the tools evolve.
A 30-minute conversation to confirm fit and align on scope. No charge.
A written engagement letter with deliverables, timeline, and fixed pricing.
50% upfront, 50% on completion for fixed-fee work. Retainers billed monthly.
Your team owns what we build. Documentation and training are part of every engagement.
Based on the Peninsula and working with firms across the Bay Area. Discovery sessions and team trainings happen in person whenever it makes the work better — at your office, over coffee, or somewhere quiet enough to actually think.
The rest of the build is remote, asynchronous, and visible — you'll see what's being made, not a black box.
The first conversation is a 30-minute discovery call — no charge, no pitch. Tell me what you're trying to do, I'll tell you whether AI helps and what the shortest path looks like.