Skip to content

Consulting & Risk Strategy

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.

(310) 948-1284 Contact/Schedule