AI Portfolio
5 entries · tap to expandThe Grove Personal LifeOS · Multi-agent
The Grove is the personal life operating system I built for my family and me - a multi-agent harness that captures what matters across work, recovery, co-parenting, and health, then pushes the right nudge at the right moment. It runs on a homelab I own end to end, and it treats my own life like a product I ship to every day.
thegrove.proHuman in the Loop Media · YouTube Live · Every Wednesday
Human in the Loop is a weekly YouTube Live show about building with AI - made with AI at every step, from research to the on-air graphics. Each episode works a real problem in the open instead of pitching a finished answer, so the audience sees the messy middle where a human still has to make the call.
humanintheloop.streamProofWorks AI-built working demos
ProofWorks is my portfolio of AI-built working demos - each tool a working proof you can click, not a slide. It spans meeting prep, competitive intel, account research, and regulated-workflow patterns across financial services, data platform, and agent workflows, built human-plus-agent. Sixteen tools have shipped so far, each one earning its place by removing a real piece of manual work from the week.
proofworks.toolstwelfth.help Recovery · Daily delivery
twelfth.help carries a daily recovery message to the person who needs it, the way the twelfth step asks us to carry it to the next one still struggling. It is a productized sibling of the step work I do every morning - free and open for anyone in recovery, with a managed track for the fellowships and programs that want it run for them.
twelfth.helpWayFact FSI data curation
WayFact resolves financial-services filings, AI buzz, and Microsoft signal streams into dated, sourced facts - built for analysts, builders, and for the agents working alongside them. It runs as a standalone venture under TheGrove AI LLC.
wayfact.comStorytelling & Community
on and off the stageAward-winning storyteller and regular performer at The Moth. Stories draw on fatherhood, recovery, career pivots, and the courage to say yes before you know how.
I am curious and compassionate. I am mindful and grateful. I answer the mail and help the next one in line. I live for community and am worthy of success. I am a man of integrity.
Career
17 years · 7 roles · tap to expand
Cyclotron
AI Solutions Architect · Remote
2026 - present
- Technical owner in the deal for enterprise AI engagements: leading 60 to 120 minute executive discovery sessions that convert broad Copilot and agent ambitions into scoped problems with explicit value hypotheses.
- Architecting solutions across Azure, data platforms, AI, security, and Power Platform, then writing the scope documents - assumptions, dependencies, and change-control language - that carry the engagement into delivery. Solution Architecture
- Partnering with Microsoft sellers to shape co-sell motions early, at the stage where a partner still influences the deal rather than inheriting it. Microsoft Co-Sell
- Supporting a portfolio of account executives across financial services, health and life sciences, public sector, retail, and technology, building the practice's agent offerings into repeatable motions.
iLink Digital
Senior Director, AI + US Financial Services Practice Lead · Atlanta, GA
2025 - 2026
- Designed and deployed AI-powered operational tools for the practice: The Ledger for relationship health across 100+ contacts, automated meeting prep, a voice-preserving email drafting agent with a review gate, and a follow-up engine that risk-scores every commitment. AI for Ops
- Built and rolled out iLink.Tools, a collection of Human + Agent-built customer-facing tools to accelerate our sales cycle. 100K+ page views since launch. AI for Sales
- Brokered direct introductions between iLink's C-suite and Microsoft's GM leadership across Insurance, Banking, and Capital Markets at Microsoft FabCon, turning that access into 15 qualified opportunities.
- Personally covered deep technical pre-sales conversations for customers and Microsoft sellers when no Business Unit specialist was available, building AI-powered research and demo tools to prepare and differentiate at the pace a dedicated technical pre-sales team would. AI for Engineering
- Built a Human + Multi-Agent verification system - dedicated QA, red-team/security, architecture, and responsible-AI review - that gated every one of those tools before it reached a customer or seller. AI for Testing
- Built an AI research pipeline to arm live customer and Microsoft-seller conversations with account-specific proof points on same-day turnaround, human-verified before anything reached a customer. AI for Research
- Built an AI video-production pipeline - AI-drafted script, automated screen capture, cloned voice, digital-twin avatar, programmatic assembly - to produce product demos for customers and Microsoft sellers. AI for Marketing
- Identified a customer's inefficient manual support process (roughly 1,000 tickets/year to answer routine data questions) and built a natural-language-to-SQL agentic assistant against 600K+ records to replace it with self-service.
Microsoft
Senior Specialist, Data & AI (Banking) · Atlanta, GA
2022 - 2025
- Delivered 97% Azure Data Services revenue in FY25 (97% FY24, 89% FY23).
- Led Banking in the FY24 Azure Arc-enablement Hero Motion, enabling >$1.4M in net-new ADS; drove a $1M Databricks win at a Midwest bank.
- Facilitated the Ally GenAI case study - the first GenAI use case across all of US FSI - plus Xome Data Modernization, both on Microsoft's Customer Stories.
- Named to Microsoft's Executive Briefing Center (EBC) speaker list for AI and Fabric; keynoted the Microsoft + OpenAI partnership to a top-200 exec audience.
- Only FSI representative selected for the Atlanta Innovation Hub Ambassadors program, giving tours and demos as a proxy Innovation Hub Architect.
Microsoft
Senior Technical Specialist, Intelligence / Power Platform / Power BI (FSI) · Kansas City, MO
2017 - 2022
- The go-to Power BI expert across all of Financial Services; met or exceeded quota FY18-FY22 (96% VTT with 50% YoY growth in FY21).
- Hosted 40+ Power BI Dashboard-in-a-Day workshops; selected to speak at Power BI World Tour (Oct 2018).
- Delivered >1,000% VTT in FY20 as Power Platform Technical Specialist; led biweekly PBI SWAT sessions across Modern Work, Data & AI, and Biz Apps.
Valorem Consulting (now Valorem Reply)
Manager, Digital Insights · Kansas City, MO
2016 - 2017
- Led the Modern Data Experience team (12 consultants, $3M+ annual revenue) across business strategy, P&L, and all technical pre-sales; grew the practice by over 500%.
- Created ConsulTrain, an internal readiness program that upskilled consultants on customer engagement and consulting excellence.
- Hand-picked by Microsoft TSPs to deliver technical pre-sales on Power BI, Power Apps, Flow, Cortana Intelligence, and SQL 2016; sold $1M+ to 15+ EPG and SMS&P clients.
Valorem Consulting
BI Solutions Consultant · Kansas City, MO
2014 - 2016
- Lead Data & Analytics consultant for self-service BI delivery and technical pre-sales; sold and delivered $150K+ of D&A revenue.
- Built Tabular SSAS cubes and Power BI dashboards with complex DAX; established company-wide credibility as the go-to BI reference.
Avanade
BI Architect / Offshore Manager / Delivery Lead · Atlanta, GA
2009 - 2014
- Wore many hats at the intersection of Accenture's consulting discipline and Microsoft's technical innovation, delivering scalable BI on the SQL Server 2012 stack across complex stakeholder environments.
- Led offshore delivery teams (2-5 resources); resolved 500+ defects across 5-10 lines of business; trained dozens of new consultants through 30+-participant classroom seminars.
- Where I first learned to say "yes" to opportunity, even when it came disguised as uncertainty.
Skills
top 5 · then full stackCredentials
degree · 12 certificationsCertifications 12 · 3 issuers
Principles & influences values · books · quotes
- Atomic Habits James Clear
- Storyworthy Matthew Dicks
- Never Split the Difference Chris Voss
- Someday is Today Matthew Dicks
- Boundaries Henry Cloud
- The Obstacle is the Way Ryan Holiday
As long as you live, keep learning how to live.Seneca
If someone offers you an amazing opportunity but you are not sure you can do it, say yes - then learn how to do it later.Richard Branson