Sep 2026 client
Signed a mid-sized business for consulting and an enterprise software build-out
A deal that went cold for nine weeks came back. I walked into their office and left with a signed assessment.
Build Log
#client
8 entries
Sep 2026 recognition
Amazon Web Services AI Pitch Finalist
Pitched an AI advisory system built for a financial-advisory firm live on stage as a finalist in the Amazon Web Services AI Pitch (Indiana SBDC, Valparaiso).
Jul 2026 client
Built the prototype live, during the first call
A prospect in the insurance space opened with the standard objection, that AI takes away the personal relationship. By the end of the call there was a working dashboard demo on screen.
Jul 2026 client
Found the compliant path after the vendor said no
For a financial-advisory firm's client-facing AI build, the model vendor declined a custom zero-data-retention agreement. The answer was AWS Bedrock with retention set to none: zero retention by default, zero operator access, self-serve, no platform fee.
Spring 2026 client
Built a self-narrating AI intake demo for a dental practice
An interactive prototype for a dental practice weighing an AI patient-intake system: a working demo with an auto-playing narrated walkthrough that pitched itself, and moved the engagement to scope and pricing.
Spring 2026 client
Shipped "Summer": a HIPAA-conscious AI voice receptionist
A live inbound AI receptionist ("Summer") for an insurance agency: state-law AI disclosure, structured medication read-back, and a warm hand-off to a human.
Spring 2026 client
Built a compliance-gated AI advisor system for a financial-advisory firm
An advisor dashboard with auto-generated quarterly PDF explainers and a compliance gate requiring a verbatim source quote and provenance tag on every output.
Winter 2026 client
Stabilized a 137,000-line production platform
A deep audit of a 137,000-line production platform: built an AI-to-AI discovery protocol, surfaced silent backup failures and a runaway AI-spend leak, and designed a zero-downtime fix with a phased backlog.