About Me

I currently serve as the Senior Vice President of Marketing of Mercer Capital. I am also a member of the firm’s board of directors, the only non-fee earner on the board.

Mercer Capital is an employee-owned business valuation and investment banking firm serving a national and international clientele.

My career began with Mercer Capital and I have been with the firm for over 20 years. I have helped the firm grow from two people (me and the owner) to one of the most respected firms in our profession.

I am responsible for the firm's marketing strategy and for overseeing all marketing functions of the firm, including corporate communications, web site development, speaking engagements, product development, newsletters, e-newsletters, direct marketing, web and live seminars, and business development, among others.

In addition to my marketing responsibilities, I led the firm in developing a strategic plan in 2007 and currently oversee the implementation of that strategic plan.

I publish and speak frequently on the topic of professional services marketing and leadership, with a specialty in firms providing business valuation services, and provide other professional service firms with marketing and product development advice.

Specialties:

Marketing professional service firms
Professional development
Strategic planning
Web site development
Speaking
Publishing
Direct marketing
Newsletters
E-Newsletters
Book publishing
Social media
Webcasts
Trade shows
Business development