AI Audit
Find the best opportunities, expose the risks, and leave with a prioritized plan you own.
Fractional Chief AI Officer
AI strategy for companies actually doing the work.
I help small and mid-sized businesses turn AI from a confusing collection of tools into practical systems that save time, serve customers, and improve the bottom line.
40+ years in technology and businessFour AI consulting certificationsVendor-neutral advice
The real issue
Most AI projects don’t fail because the technology is weak. They fail because the business problem was never clearly defined.
Too many projects start with a tool, get measured by an impressive demonstration, and end with another subscription nobody uses.
I start with the work. Where is time being lost? Where are leads falling through? What knowledge lives only in one employee’s head? Then we choose the smallest useful AI solution and measure what changes.
That’s the judgment I sell. Not licenses. Not lock-in. Not hype.
22+Years serving as an outsourced CIO
1:1Senior attention with no junior handoff
100%Independent, vendor-neutral counsel
Ways I can help
Practical AI support, sized to your business.
Start with the problem. Choose the smallest useful solution. Measure what changed.
Fractional CAIO
Senior AI leadership and steady judgment without adding another full-time executive.
AI Receptionist
A 24/7 voice agent that answers questions, qualifies callers, captures leads, and books appointments.
Custom Chatbots
Useful assistants trained around your information, your tone, your workflow, and your rules.
Team Training
Plain-English, role-specific training that helps your people use AI safely and effectively.
Content Systems
Repeatable systems for useful, on-brand content without settling for generic AI output.
SOP Engineering
Capture your best worker’s knowledge and turn it into clear procedures others can follow.
Vendor Selection
Independent help comparing tools, proposals, costs, claims, and long-term consequences.
The book
AI for Contractors, Trades, and Service Businesses
Practical AI Strategies to Save Time and Win More Customers
Tom Bunker and I wrote this for owners who want useful answers—not a technical lecture. It shows how to spot worthwhile opportunities, choose tools wisely, and get measurable results without becoming an AI expert.
- 01Save time on repetitive office work
- 02Capture and follow up with more leads
- 03Build practical content and operating systems
How we work
Audit. Architect. Activate.
A simple path from scattered ideas to a working system your people can actually use.
Audit
We map the work, identify high-leverage opportunities, and rule out expensive distractions.
Architect
We design the tools, prompts, safeguards, and training around your goals, budget, and team.
Activate
We put the solution to work, train your people, document it, and improve it from real results.
The operator
I’ve been the CIO. Now I’m the AI brain you don’t have on staff.
Since 2003, I’ve served as the outsourced Chief Information Officer for businesses across Ventura County and beyond. The scope has evolved, but the model is the same: senior leadership, long-term thinking, and independent advice without executive overhead.
I bring four decades of technology and business experience, four AI consulting certifications, and a practical test for every idea: will this help real people do useful work and produce a result we can see?
1Business problem firstWe define the real bottleneck before discussing any AI tool.
2People stay in controlAI supports judgment, service, and good work. It does not replace responsibility.
3Results over demonstrationsA clever demo matters only when it leads to saved time, better service, or more revenue.
4You own the planNo hidden agenda, forced platform, or vendor lock-in.
Next step
Thirty minutes. No deck. No pitch. Just clarity.
Tell me what you’re trying to accomplish and where AI keeps coming up. I’ll tell you whether you have a real opportunity, a distraction, or a budget about to be set on fire—and what to do next.