At BW Insights, we believe clarity precedes confidence.
Insight transforms uncertainty into direction.

We don’t simply deliver reports — we help leaders understand what the numbers mean and what they demand. By pairing executive-level financial experience with practical, implementable strategy, we guide organizations through complexity with discipline and focus.

The goal isn’t information.
The goal is informed action — with purpose, margin, and measurable impact.

• Bachelor’s Degree in Business Administration and Management from Milligan University, completed in 2014

• MBA (specializing in Analytics) from Radford University, completed in 2015

• Executive Certificate in Nonprofit Finance from Cornell University, earned in 2023

• Tri-Cities Business Journal Forty Under Forty Class of 2023

• Chosen for Leadership Tennessee’s Next Class XII

• Forbes.com Finance Council contributor since 2023

• Chief Financial Officer at Isaiah 117 House since December 2021

• Previously served as Vice President & Chief Financial Officer at the Kingsport Family YMCA

• Held multiple Corporate Finance roles in healthcare

• Service as Board Treasurer and member-at-large for multiple nonprofits.

• Expert Advisor with GLG Insights, advising organizations nationwide on financial strategy, leadership, and growth.

• Recognized as a member of the Forbes Finance Council, where he's contributed published insights such as:

  • “20 Vital Strategies For Accurate And Reliable Company Financial Statements” (Sep 2023)

  • “Mission Over Margin: Curbing The Nonprofit Scarcity Mentality” (Sep 2023)

  • “How Leaders Can Effectively Manage Risk And Uncertainty” (Sep 2023)

  • “Your Balance Sheet: The Most Overlooked Major Donor”(Jan 2026) - Editor’s Choice February 2026