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Call With Confidence

Why risk making a full-time hire that may not yield the results you’re looking to achieve? Likewise, don’t put off completing key project for lack of resources, experience, and expertise.


At Next Level Consulting we’re all about working smart. We bring together the best minds in industry with the know-how to fulfill your mission. Fast. Then we’re on our way to help others take their business to the next level.


Strategic, results-oriented leader and innovative problem solver adept at taking the initiative to identify opportunities, formulate action plans, build consensus, and convey information internally and externally in a clear, concise manner.

Leverages over 35 years experience in marketing, finance, technology, and service operations to analyze trends and select the most promising strategy to achieve enterprise goals in the financial services, commercial real estate, distribution, retail, energy, government, and service industries.


Dartmouth College Bachelor of Arts | UCLA Anderson Graduate School of Management Masters of Business Administration | First National Bank of Chicago Associate and Junior Account Officer | Bank of America Vice President and Relationship Manager | Bank of Hawaii Vice President and New Business Development Officer | NationsBank of Texas, N.A. Vice President, Senior Relationship Manager Financial Institutions | Associates Commercial Corporation Vice President and General Manager of Small Business Finance Division | Washington Mutual First Vice President, General Manager Retail Bank Operations | Argo Data Resources Corporation Director | Next Level Consulting, Inc. Management Consultant and Owner

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Our Approach

Next Level has the unique ability to bring well-respected, proven professionals together to work for you.


The result? Repeat business and multiple referrals from satisfied clients.


With Next Level, you can tap our network of talented finance, marketing, operations, and customer experience business pros each with more than 25 years of established success in many organizations and industries. Our experience makes us more efficient and effective.

First we’ll diagnose the issue(s) and research the root cause. Then it’s time to assemble the right mix of top-notch talent to brainstorm ways you can take your business to the Next Level. Once you’ve agreed to the plan, we’ll help you orchestrate the project.

A proven five-step project management approach.

Our Proven Five-Step Project Management Approach


  • Meet with key management and business owners to determine business requirements and desired results.

  • Set timeline, establish budget, and identify resources.

  • Determine success metrics.


  • Outline alternatives.

  • Recommend approach.

  • Confirm deliverables.


  • Establish project scope, deliverables and deadlines.

  • Set pricing and payment terms.

  • Negotiate contract terms and conditions.


  • Define project governance – stakeholders, roles, responsibilities, and change management.

  • Begin work.

  • Complete work on deliverables.

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  • Measure results against success metrics.

  • Identify any follow-up activities and due dates.

  • Periodically touch base to ensure progress continues as desired.

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