Select clients only · Systems before headcount
Helping a growing firm run like a larger one – with minimized risk.
Positioning
Operations · Growth · Finance · People
Signature offers
Scoped together on a short discovery call — not a one-size package.
See what to systematize — and what not to hire yet.
Install the capacity of the next seat — before you fill it.
Grow demand only as fast as delivery can absorb it — and keep the voice yours.
How it works
Map the leap: goals, constraints, and the hire they were about to make. Find the highest-leverage system that removes risk from that next step.
Clear scope, timeline, and next steps. Nothing vague. What we will build, what stays human, what success looks like in 90 days.
Working sessions, systems, and training your team can run. Client-facing work keeps a human checkpoint.
Measure hours returned, cycle time, and whether that hire is still needed. Document. Make the next 90 days easier.
Work
Thin teams. High-stakes work. Systems people can run.
Shareholder communications, drip offerings, and practical AI — institutional quality from a small operating team.
System · AcquisitionProcess, IR, and the AI stack so an owner-led firm could take the leap to a larger private company — ready for investors.
Leadership · ChangePractical AI and systems a lean team could run without a larger staff. Donor communications, reporting, and the work that used to wait on one desk.
Personal projects
KeepSum — website, database, AI.
Biblocate — an app built and enhanced with AI.
This website — the one you’re on.
Who you work with
Founder & CEO, Rattle & Hum Agency
Helps owner-led and mission-driven teams install practical AI systems so they can run more like a larger organization — without taking on larger-organization risk.
Two decades building high-trust systems for organizations in complex, high-stakes environments — including three years of active, practical AI solutions implemented across organizations. He has led strategy and execution across growth, investor relations, operations, and digital initiatives for both public and private entities.
Known for stepping into messy situations, aligning teams and leadership, and turning strategy into systems people can actually run.
When a project needs deeper specialty—AI automation, technical build, or domain insight—he draws on a trusted circle of senior practitioners he’s built relationships with over years, so the right expertise shows up without the overhead of a bloated team.
Next step
Thirty minutes. We’ll map the hire you’re considering against the system that might come first. No hard sell.