I Help Insurance Professionals Grow So They Can Thrive

Insurance leaders and other service professionals are typically great at what they do, but when confronted with tough business challenges they usually find they have limited support available, so they stick with the status quo or struggle alone and often fail.

I guide them to rise above their challenges with proven solutions and the tools, process and support they need to achieve success and fulfillment, so they can thrive.

Even the most successful leaders face challenges such as growth, vision, team & culture and transition to “what’s next”.

I teach, facilitate and coach to generate results and the benefits of those results.

Would it make sense to book a brief call to see if I can help you grow and thrive?.


I connected with Dave at a time when we were trying to figure out how to pivot during the early stages of the COVID-19 situation. The stay at home order significantly impacted our co-working community proposition, so it was really helpful to discuss some options with Dave. In addition, Dave continued to occasionally share ideas and options and even offered to help us with our members and prospects with a virtual workshop as a way to provide community in a virtual way. We now have a regular virtual series, and look forward to getting back to welcoming more members, prospects, and events as we continue to evolve. Dave provided significant help and value as we worked to redefine how we create engagement and deliver for our community. 

Aaron W., Business Owner

David has now led two virtual conferences for our company during the COVID crisis. Our biggest gap as a company during the crisis was overcoming the negativity. David presented a brilliant workshop that truly helped improve the culture and attitude of our company. The feedback from our team has been incredible. If you have the opportunity to do so, ask David about the “Above the Line” workshop for your team. It will help improve the attitude of the team and create camaraderie. We look forward to working with David as we continue to grow!

Tyler C. Co-Founder, Government Contractor