Work With Me
Advisory for behavioral health organizations whose systems need to hold.
I have worked in community behavioral health since 1990 and have built and run Advocate Support Services since 2001. I work with a small number of leaders on the operating problems I know firsthand: access, engagement, continuity, capacity, compliance, and referral trust.
How I Help
Three ways to work together
Operations and Leadership Advisory
For leaders facing a recurring operating problem that effort alone has not fixed.
- BHOS Framework assessment of your operating foundations
- Referral Trust review: how referral sources actually experience your organization
- KPI, cadence, and accountability design
- Working sessions with your leadership team
Behavioral Health Technology Systems
Built and run inside my own organization first, then shared.
- Microsoft 365, SharePoint, and Teams as an operating backbone
- Power Automate workflows that reduce documentation and handoff friction
- Power BI, Fabric, and Azure for operational reporting
- HubSpot and CallTrackingMetrics for referral and intake visibility
- Websites that make access easy for referral sources
Speaking and Workshops
Practical sessions for leadership teams, boards, associations, and conferences.
- Keynotes and conference sessions
- Leadership team workshops
- Panels, podcasts, and interviews
The Approach
Systems over heroics
Most recurring problems are produced by the system around the people, not by the people themselves. The work is to find that system, redesign it, and leave your team able to run it.
01
Conversation
A short call to understand the problem and whether I am the right fit.
02
Diagnose
We look at the conditions producing the problem, not only the symptom.
03
Design
Clear workflows, roles, measures, and cadence your team can run.
04
Hand Off
Your team owns the system. Systems over heroics.
Who this is for
- Community behavioral health and psychiatric rehabilitation programs
- Outpatient mental health, substance use, crisis, and residential providers
- Executive teams preparing for growth, accreditation, or a new system
- Associations and networks looking for practical operator-led sessions
Advisory work is separate from my role at Advocate Support Services. I do not take engagements that would create a conflict of interest, and I never use client information from any organization.
Have a recurring operating problem?
Tell me what keeps happening. We will figure out whether it is a people problem or a system problem.