Oct 2024 – Present · 1 yr 6 mos

• As President and Founder of Peak Dental Services, I focus on business development, strategic growth, and acquisitions to drive the company’s continued success. Peak Dental Services has grown into one of the most respected dental service organizations (DSOs), recognized for delivering excellent patient care and fostering a high-performing culture.
• In my role, I lead efforts to identify new growth opportunities, build strategic partnerships, and enhance the external visibility of the Peak brand. I am also deeply committed to supporting our talented team and ensuring our people have the tools, opportunities, and leadership to thrive.

Jan 2008 – Oct 2024 · 16 yrs 9 mos

• Built, managed, and scaled 60+ general and specialty dental offices across multiple states, leveraging economies of scale and scope to outperform solo practices in both profitability and patient satisfaction consistently.
• Raised over $100M in capital and completed a private equity recapitalization, delivering a 5x return for shareholders and driving continued expansion and growth.
• Offered dentists financial benefits that rival solo practice ownership—without the 10-20 hours of weekly administrative burden—enabling them to focus on patient care and clinical outcomes.
• Centralized key support functions (marketing, HR, call center, revenue cycle, and finance) to boost operational efficiency and maintain a weighted average Net Promoter Score (NPS) of +85 across practices.
• Led a high-performing team of 650 employees across multiple states, generating nearly $100M in annual revenue and sustaining 30% compound annual growth (CAGR) since 2017.
• Earned recognition on the Inc. 5000 list four times (2017–2020) for exceptional growth, innovation, and performance

Feb 2017 – Present · 9 yrs 2 mos

• Pursue recession-resistant passive income opportunities through investments in healthcare real estate. Our portfolio focuses on triple-net (NNN) lease properties with long-term contracts, providing predictable cash flow and minimizing operational risks for investors.
• Key Achievements and Responsibilities:
• ➤ Built a diverse portfolio of high-performing medical real estate, with forecasted 8-10% cash-on-cash returns and 15-20% IRR.
• ➤ Led capital-raising efforts, securing funding from accredited investors and financing, including healthcare executives, and raising over $25 million to date.
• ➤ Developed and executed data-driven tenant underwriting strategies, ensuring strong tenant selection and minimizing tenant turnover risks.
• ➤ Our mission at Health Wealth Capital is to empower investors to unlock passive income and build sustainable wealth, providing a strategic alternative to several other volatile real estate sectors.

Jan 2004 – Jan 2008 · 4 yrs

• Led cross-functional consulting teams to drive transformative strategies for Fortune 500 financial institutions, life insurers, and asset management firms, achieving measurable business outcomes.
• Broker Client: Designed a customer experience strategy projected to drive $10B in new money over three years.
• Life Insurance Client: Partnered with CEO/CMO to pilot new sales models, securing board approval for three models to drive 10-15% premium growth.
• Asset Management Client: Identified $100M in IT savings by optimizing expense management.
• Credit Card Issuer: Delivered 15% cost efficiencies and improved fraud detection, enhancing the customer experience.
• Knowledge Leadership: Co-authored an innovation whitepaper for the top 20 US insurers and supported McKinsey’s customer experience practice.
• Automotive Client: Developed a sales strategy for a $2B truck manufacturer, increasing sales by 1,800 units.
• P&C Insurance: Built a risk-return model that guided the exit of 20% of business units to focus on more profitable areas.
• Credit Card Network: Identified $150M in annual savings and introduced lean tools into service centers. Partnered with the Online VP to launch a 5-year engagement strategy for 25M cardholders.

Jan 2000 – Jan 2002 · 2 yrs

Jan 2002 – Jan 2003 · 1 yr