Guiding Complex Systems Toward Clarity, Coherence & Sustainable Growth
I help organizations, brokers, and leadership teams navigate risk, transformation, and complexity — with strategy that integrates data-driven insight, embodied leadership, and system-level intelligence.
With over a decade of experience spanning healthcare, Chinese medicine, risk management, and organizational development, I bring a rare perspective to consulting engagements: one that addresses both the structural and human elements that drive outcomes.
⚙️ Services Offered
🔍 Large Loss Discovery & Early Intervention
Design and implementation of early detection strategies for catastrophic claims
High-risk population analysis using AI-enabled underwriting tools
Member-level claims review and stop-loss optimization
🧬 Wellness-Integrated Plan Design
Bridging holistic care with population health and cost containment
Consulting on benefit designs that incorporate acupuncture, herbal medicine, and functional modalities
Strategic insight for forward-thinking TPAs, brokers, and employer groups
🛠 Healthcare Systems & Risk Strategy
End-to-end systems review for claims process, utilization, and loss ratio drivers
Collaborations with underwriters, claims analysts, and network managers
Support for market positioning and client-facing differentiation
✅ Why Work With Me
I’ve spent the past several years leading risk strategy for a national stop-loss wholesaler, creating tools that generate measurable savings for brokers and clients — including a proprietary Large Loss Disclosure and Early Discovery Program℠. My clinical background gives me an edge in understanding care dynamics, while my training in leadership and systems development makes me an asset in complex, relational environments.
This isn’t surface-level consulting — it’s insight-driven, impact-focused strategy with a human lens.
Want a deeper look at my background in healthcare risk and strategy?
Download my full resume here. (PDF)
📩 Ready to Collaborate?
Let’s talk about your organization’s challenges and opportunities. Whether you’re looking for a fractional strategist, a project-based partner, or an expert for a specific engagement, I can help you design a solution that’s intelligent, ethical, and effective.
Reach out here to start a conversation.