I grew up in Louisville, Kentucky, where the people I looked up to most weren’t in corner offices - they were small business owners. The owner of a landscaping company. A plastic injection molder. An industrial distributor.

 

But no one inspired me more than my grandfather, “Pappy,” who built a healthcare business serving individuals with developmental disabilities. He founded ResCare on the values of hard work, integrity, and putting people first. Those values now define the ethos of Balance Capital.

 

My career began in business law, advising entrepreneurs through some of the most pivotal moments of their lives - the sale of their companies. That experience gave me a front-row seat to what it really takes to build a business, and it sparked something deeper in me: a desire to one day take the reins myself.

 

I earned my MBA at UCLA Anderson and went on to work with small businesses up close. As a Vice President at a California-based venture firm, I helped founders implement the playbooks, systems, and structures they needed to de-risk and grow. But I also saw the other side - the cash flow challenges, hiring struggles, and gut punches that come with leading a business.

 

Later, as SVP of Sales of a small business, I saw what’s possible with the right team. We grew revenue nearly 10x in just two years, launched a new software product, and built partnerships with over 2,000 HVAC distributor locations. 

 

Today, as the founder of Balance Capital, I’m searching for one great small business I can acquire and operate for the long term. My goal is to build on what’s already working - and ensure the company continues to thrive. In doing so, I hope to honor the legacy of entrepreneurs like my grandfather and the many business owners I’ve learned from along the way.