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Business Manager & Coach

Hi! I’m Jon…

My family moved to Alexander Valley in 1976 when I was 5 and started farming wine grapes.  Growing up on a fully functioning farm with a premium wine-grape vineyard, I wanted nothing to do with agriculture, grapes or farming, so I joined the Navy and eventually made my way through the Naval Nuclear Power School.  The greatest lesson I learned while in the Navy was to actively search for, and find my passion. 

Finding my passion for finance, numbers & technology, I graduated with a Bachelor’s Degree in Finance/Business Administration and eventually earning my Master’s Degree in Wine Business.

Determined to excel at my work and pursue new challenges, I look for partnerships which best utilize my exceptional problem solving, analytical, planning and leadership skills that have been developed over 30 years in the wine, finance, restaurant and beauty industries.

Consulting Philosophy

My mission is to help you bring order to your chaos, through Strategic Planning and Financial Empowerment. I’m passionate about the things you don’t like to do!

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Areas of Expertise

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Budgeting

I can help you create a budget (financial plan) for a period of time, usually a year and may include sales, expenses, resources, and equipment.

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PROJECT MANAGMENT

Initiating, planning, executing and closing the work of your team to achieve specific goals considering, time, budget and quality.

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Process Analysis

We will analyze the use of resources to perform business activities, frequently including the management of Systems, Data and Human Capital. 

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Business Plans

Build structure and definition to your business ideas with a formal statement of goals, reasons they are attainable, and plans to reach them.

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dream coach

Working with you, we will identify and strategically pair passions with skills while focusing you on a path to reach your dream (or goal).

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Supply Chain Management

Supply Chain involves the flow of goods including  procurement and storage of raw materials, work-in-process and finished goods.

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Forecasting

Provide guidance in making predictions about the future based on past and present data and through analysis of trends and sales data.

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Business Systems

Identify technologies and strategies used for data collection and analysis including Financial, Sales and Inventory to make smart decisions.

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Change Management

Collective term for all approaches to preparing and supporting individuals, teams and organizations in making organizational and life changes.

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