I design, build, and operate applied AI for small business operations — custom EMR work, CRM automation, AI voice and chat agents, KPI command centers, and autonomous daily agents. Everything here is deployed and in production, not a proposal.
I design, build, and operate the systems — then hand you the keys.
What I Build
Every engagement adapts these to your stack — the CRM, the phones, the reports, the record system — so the business runs on systems instead of memory.
One hub where leadership sees how the business is actually doing: revenue and billing state, cash-pay forecast, marketing performance, and the SOPs your staff can ask questions of. A morning briefing arrives before anyone asks for a report.
Phone agents that answer, qualify, and book. A website and SMS assistant that works from your full knowledge base and hands off to staff cleanly. Every call and message reported daily — attribution, conversion, booking outcomes.
Governed AI connectors into the systems you already run. Scheduled daily agents that track KPIs, retention, and inventory and generate the day's follow-ups. Reconciliation that audits billing against the record and surfaces revenue that never got billed.
The same architecture for one person. Private connectors to your finances, health, and calendar — read-only by design — with daily agents that report and never act on your behalf. I run my own life on it: spend, cash position, recovery, training, all in one place.
A custom medical-record layer built on a modern EMR platform: an ambient AI scribe, a branded patient app, and controlled-medication inventory that lives inside the record. Delivered and live with a full patient panel — see the Allay use case below.
Hover or tap a panel to expand it.
Command Center
Every KPI in one place, with the day's briefing written before you sit down.
Use Cases
Outcomes, not blueprints. The architecture underneath is the part you hire me for.
Sole technical architect for a 10-person clinic, reporting to the CEO/COO and owning CRM, EMR, AI-agent, and marketing infrastructure end to end.
All of my personal agents run through a private hub I built — the same layered architecture I sell, pointed at one person's finances, health, and systems.
How I Work
Every system ships with living knowledge bases that record how the platform works and every lesson learned — so the AI performs like a veteran employee from minute one and quality compounds instead of resetting.
Connectors give AI governed access to your data; agents run on schedules; briefings surface only what needs a human decision. People stop doing data entry and start doing judgment.
Read-only by default, human confirmation gates on anything consequential, kill switches, and no sensitive data in AI surfaces. Built to HIPAA-grade discipline, because I learned in the hardest industry for it.
The ROI logic is simple: fewer hours on documentation, follow-up, reporting, and reconciliation; faster lead response and higher conversion; revenue that stops leaking through unbilled claims and stockouts; and an owner who sees the whole business every morning without asking anyone for a report.
About
AI systems architect owning the full operational stack for an interventional psychiatry practice: custom EMR development, CRM architecture, AI voice and messaging agents, and growth automation. Finance and data analytics foundation from two years modeling billions in transaction volume. Builds production systems end to end, from architecture through staff rollout. Based in West Palm Beach and Miami, Florida.
Sole technical architect for a 10-person interventional psychiatry and wellness clinic. Custom Canvas Medical EMR and ~1,300-record migration; GoHighLevel CRM rebuilt from the ground up; inbound and outbound AI phone agents with a daily performance dashboard; EMR-to-CRM integration; agentic controlled-substance inventory workflows; SEO spend and content production.
Spearheaded a centralized enterprise data warehouse (SQL, AI-SQL, ETL, dashboards). Engineered an AI-driven lead enrichment system in Salesforce and Clay contributing to a 49% increase in sales. Led a nine-month analysis of $1B+ in transaction volume; built profitability models on $75M+ and ran statistical testing on $2B+ in processing volume for CFO-level pricing and billing decisions.
Corporate Finance, Entrepreneurial Finance, Managerial Accounting, Business Data Analytics, Quantitative Analysis.
Competed at the D1 level alongside a full course load; helped lead the program to the America East semifinals.
Contact
I take on a small number of engagements with owner-led businesses: an AI operations audit to map where agents pay for themselves fastest, followed by build-and-operate work adapted to your stack. If your business runs on people remembering things, I can make it run on systems instead.