Taking a cue from Steve Jobs who said, “The only way to do great work is to love what you do”, I turned my passion for agency automation into a fulfilling consulting career in 2014. Since then, I have traveled the country helping agencies implement Applied Epic. Bringing 22 years agency experience in client service, operations, accounting, and management, I help agencies utilize Epic fully in all aspects of their agency operations. Having implemented Epic in my agency in early 2009 as a beta agency (version 2!), I bring a deep understanding of Epic features and functionality to all my clients.
I have volunteered with Applied Client Network since 1995, starting with establishing a local chapter, chairing national committees and serving on the board of directors - including serving as Chair in 2012. I became a Master Presenter in 2000 and have presented at annual conferences and chapter meetings around the world since then.