Our Story
Empowering small business owners with clarity, systems, and protection
At KMC Consulting Services LLC, we blend deep insurance, operations and financial strategy expertise to help you build, scale and safeguard your business with confidence.
Hi, Nice to Meet You!
I’ve always been fascinated by how systems work—how small inputs, when designed with intention, create powerful outcomes. That mindset guided me to earn a Bachelor’s degree in Mechanical Engineering from Baylor University, where I developed a deep respect for structure, precision, and the way details influence results.
During my time at Baylor, I began to realize the same facination applied to business, however also provided a more client focused career path. After a summer internship in finance and graduation, I began my career as a financial advisor, helping individuals and small business owners make sense of their money, investments, and future goals. What drew me in wasn’t just the numbers—it was the clarity that came when people truly understood how their financial systems worked together.
That curiosity paired with my aptitude for critical thinking and strategy eventually led me to specialize in risk management and insurance, where I saw how crucial proper protection is to a business’s foundation.
At firms like Hotaling Insurance Services and later as co-owner of M&A Risk Management, I specialized in designing insurance programs that didn’t just check boxes, but strategically reinforced each client’s long-term objectives. I worked closely with family offices, high net worth individuals, CFOs, and larger privately held companies, learning how operational decisions, financial management, and risk transfer all intersect.
Over time, I began to see a consistent pattern: even the most driven and capable business owners struggled when their financial, operational, and risk systems weren’t aligned.
They have a bookkeeper but no strategy, an insurance policy but no process, an advisor but no execution framework.
That realization is what inspired me to create KMC Consulting Services LLC—a firm built on integration. Our mission is to close the gap between sales process, financial operations, risk management, and business strategy so that owners can make confident decisions, streamline systems, and protect what they’ve built.
Today, I combine the analytical discipline of an engineer, the strategic mindset of a financial advisor, and the protective instincts of a risk manager to deliver one cohesive outcome: helping business owners operate intelligently, efficiently, and securely.
Why We Exist
We exist to bring alignment, structure, and strategy to every layer of a business—from the back-office financials to the front-end client experience. Our purpose is to integrate financial, operational, marketing, and sales systems into one cohesive framework that turns ambition into measurable, repeatable results.
“We don’t rise to the level of our goals—we fall to the level of our habits.” — James Clear
That quote captures the foundation of why KMC Consulting Services exists. I learned early that success—whether personal or professional—isn’t built on ambition alone, but on the systems that quietly support it every day.
When my grandmother passed unexpectedly in 2020, I helped restructure my grandfather’s finances to guarantee lifetime income and long-term security. Around the same time, my father’s Parkinson’s diagnosis underscored a truth I’ll never forget: your quality of life is determined by the quality of your systems. That experience opened my eyes to how proper planning, structure, and execution can completely change outcomes—not just for families, but for entire businesses.
In my work across finance, insurance, and operations, I kept seeing the same pattern: exceptional companies hindered by disjointed financial processes, inconsistent operations, unexpected liabilites, underdeveloped marketing pipelines, and sales efforts running on intuition instead of design. They weren’t failing for lack of talent or drive—they were limited by fragmented systems that made success harder to sustain.
KMC was built to change that.
Our Approach
KMC Consulting Services exists to bring alignment and clarity to the way modern businesses operate. We unite financial, operational, marketing, and risk functions into one cohesive framework—so owners can focus on growth instead of managing disconnected parts.
We combine in-house expertise with strategic partnerships across accounting, insurance, HR, technology, marketing, and automation. This model allows us to deliver both specialization and integration—ensuring every client receives top-tier service executed as a single, seamless operation.
We can fully build new infrastructures or integrate within your existing systems, optimizing what already works while strengthening the areas that don’t. Our role is to elevate—not replace—what you’ve built, ensuring your business operates efficiently and intelligently from every angle.
Our Service Framework
We partner with growth-minded businesses that want more than vendors—they want a unified strategy and measurable results.
Entity Setup & Compliance
Formation, DBA & S-Corp filings, compliance calendars, and consolidated reporting to establish structure and scalability.
Bookkeeping & Accounting
QuickBooks setup, reconciliations, KPI dashboards, and forecasting models for financial clarity and confident decision-making.
Financial Strategy & Reporting
Cash-flow planning, tax alignment, executive compensation, and valuation support for sustained, profitable growth.
Payroll & HR Services
Multi-state payroll, benefits administration, and HR consultation that streamline team operations and compliance.
Insurance & Retirement
Comprehensive consulting and program management to protect assets, minimize risk, and support long-term security.
Marketing & Sales Systems
CRM and automation integration that align lead generation, conversion, and client retention with your growth objectives.
Operational & Technical Support
System optimization, technology implementation, and ongoing support to maintain efficiency and scalability.
Core Philosophy
Our work follows three deliberate phases: Assess → Systemize → Execute.
We evaluate your business in depth, design intelligent systems around its unique rhythm, and implement solutions that integrate technology, process, and accountability.
The result: streamlined operations, stronger decision-making, and a business that runs with the same precision as the goals it’s built to achieve.
Who We Are
We’re a life coaching practice rooted in the belief that real change begins with clarity, self-awareness, and support. Our mission is to help individuals move beyond doubt, overwhelm, and uncertainty — and into lives that feel purposeful, confident, and aligned.
Whether you’re navigating a major life transition, seeking deeper fulfillment, or simply ready to reconnect with yourself, our coaching process is designed to meet you where you are. Through honest conversations, proven tools, and compassionate guidance, we help you uncover your goals, shift your mindset, and take meaningful action.
We’re not here to tell you who to be — we’re here to walk beside you as you become the version of yourself you’ve always known was possible.
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