Founder of Motion AI Systems. 25+ years across finance, operations, IT, and accounting, including M&A Advisor on 70+ acquisitions at Vital Records Control, where I rebuilt the company's reporting infrastructure from Excel spreadsheets to a Power BI environment running on 100M+ rows. This is the work I want to do for more companies.
For 25+ years, I've had a front-row seat to how mid-market companies really operate. I have studied the financials, systems, and reporting of hundreds of companies across industries, ownership structures, and management styles.
One pattern showed up over and over. Most companies were working harder than they needed to, because their data, systems, and reporting were not connected.
The data was scattered. Reports were rebuilt by hand. Leaders were looking at different numbers. Owners knew something was off, but they did not always know what good looked like, or who to call.
And now everyone is talking about AI.
AI is the easy part. The hard part is the data underneath it. Most companies do not have the foundation they need to understand and run their business.
At Vital Records Control, I got to work on this firsthand. When I arrived, the business ran on Excel spreadsheets, outdated macros, and manual reporting, with constant debate over which numbers were right. Teams were hitting row limits, losing context, and rebuilding the same reports month after month.
The C-Suite backed the vision, and I built the system. Databases, data models, and Power BI reporting that connected the business around one version of the truth.
Today that system runs on more than 100 million rows of data, used by operations managers, VPs, the CEO, CFO, and board of directors. More importantly, the business now has a shared operating language. Leaders see the same numbers, track the same KPIs, catch issues faster, and make decisions with confidence.
That experience clarified something for me.
This work is not about dashboards. It is about helping people run better businesses.
It is about helping owners see what is really happening inside their company. It gives CFOs and operators clearer visibility, less manual work, and the KPIs they need.
Growing companies deserve the same data foundation enterprises rely on, sized to their reality.
That is why Motion AI Systems exists.
We help mid-market companies connect their data, automate manual reporting, cut wasted effort, and build the visibility to operate with clarity, discipline, and confidence.
I do a lot of speaking, programming, and community work. The only way the mid-market gets better at this is if the people who know how share what they know. Some of the recent and upcoming work:
Husband, father of five, frequent visitor of zoos with very loud opinions on which animals are the best. I love nature and travel, and I am happiest outdoors or somewhere new with the family. In quieter hours: complex puzzles, nonfiction, Mozart, and artisan loose-leaf tea. I believe the work matters most when the people doing it have something real to come home to.
No pitch deck, no proposal pressure. Tell me what's slowing you down. I'll tell you whether Motion AI Systems is the right fit. If it's not, I'll point you toward who is.