Your Unfair Advantage: A Strategist With a 360-Degree View of the Industry

Precision is the foundation of trust in finance. Vague communication destroys that trust and creates unacceptable risk. PrecisionCc was founded to eliminate this liability by delivering messaging engineered to build client confidence and drive growth while upholding rigorous compliance.

This methodology is the direct result of a unique career. During my twelve years in the U.S. Navy, my roles as an instructor and Quality Assurance Safety Observer for explosive ordnance taught me that ambiguity creates unacceptable risk. This dedication to precision was recognized with five Navy and Marine Corps Achievement Medals and my selection as Sailor of the Year. It culminated in a Flag Letter of Commendation from four-star Admiral R.J. Kelley, who noted I was 'personally chosen for his strong work ethic and dedication to participate in an expeditionary detachment in support of high visibility national tasking.' This principle is the foundation of my work. Meticulous attention to detail is a requirement, not a preference.

My path then led me into the financial sector as a Financial Advisor, where I discovered a dangerous gap at the heart of the industry. I saw talented advisors, eager to grow their practices, being stifled by a wall of miscommunication from their compliance departments. They were told what they couldn't do, but no one was showing them how to communicate powerfully within the rules. I saw firsthand that for an advisor, writing your own marketing is not only difficult; it's dangerous.

That realization prompted a strategic pivot. To bridge this gap, I knew I had to master it from the inside. I moved into a compliance role that culminated in my position as Associate Director of Network Office Supervision for one of the world's largest mutual companies. In that role, I spent thousands of hours reviewing advisor marketing, identifying hundreds of potential compliance issues a day in emails and communications. This journey, from the front lines of client acquisition to the back office of regulatory supervision, gave me a true 360-degree view of the industry. It is the foundation of my approach: to bridge the gap between financial sophistication and compelling, compliant communication.