Introduction to Our Team of Advisors
FOUNDER
30 years experience in the supplier and wholesaler tiers, former VP sales, VP trade development and VP route to market with an emphasis on Fine wine and luxury spirits previously with SGWS, Diageo and Pernod Ricard based in Florida and NYC.
With more than three decades of executive leadership experience across Diageo, Pernod Ricard, Southern Glazer’s Wine & Spirits, and The Hart Agency, I’ve led national sales teams, built trade development programs from the ground up, and delivered commercial results in some of the most dynamic categories in wine, spirits, beer, cannabis, and coffee.
Today, I advise through Spiritual Guidance, a platform built to support operators and investors with strategic insights, commercial strategy, and sales execution. I advise my clients on everything from route-to-market strategy to brand storytelling and beyond.
Whether leading agency teams in consumer activation or mentoring emerging entrepreneurs, I value dedicating my time to service. I have almost 14 years serving my community on the board at Farmstead Acres and almost five years as a board member and volunteer at a mutual aid organization. With a little help from my friends, I enjoy giving my time and being a trusted partner and advisor within my communities in New York City, Miami Beach, and Connecticut.
CONSUMER MARKETING / BRAND MANAGEMENT
Hennessy, Grand Marnier, Tanqueray, Perrier-Jouët, Altos Tequila. Currently a Masters Marketing Professor Columbia University. Based in NYC
TRADE MARKETING AND CHAIN SALES
10+ Years Gallo experience. Based in Arizona
WHOLESALER ENGAGEMENT
Former C-suite SGWS, Johnson Brothers
SALES TRAINING
Specializing in building teams and high performance sales coaching, 12 years Gallo training lead, 10 year Pernod Ricard Based in North Carolina
INTERNATIONAL IMPORT AND EXPORT
17 years Diageo marketing currently wholesale and commercial brand building based in China
GRAPHIC DESIGN / ART DIRECTION
Graphic designer with 16 years of experience working with a variety of brands in the wine & spirits space, including major East Coast retailers. Based in New Jersey.
COMMERCIAL ANALYTICS, FINANCE
5 Years SGWS, 5 years Diageo Mezcal Incubation. Based in Florida.
OPERATIONS, SUPPLY, LOGISTICS
18 years Pernod Ricard, 10 Years Gallo. Based in Connecticut.
COMMERCIAL STRATEGY
5 years Moet Hennessy, 2 years Diageo, 10 years SGWS. Based in California.
Ways of Working
COOPERATION
We agree to use our best efforts to fulfill and exceed your expectation on the deliverables listed. You agree to aid us in doing so by making available to us needed information and to cooperate with us in expediting the work.
PAYMENT
We’re sure you understand how important it is as a small business that you pay the invoices that we send you promptly. We’re also sure you’ll want to maintain a positive working relationship and keep the project moving forward. Upon agreement of terms, we require a 50% retainer, then we will bill the balance upon completion.
The Foundation for Success
Account
Activation
Specialist Brand Ambassadors
Wholesaler Storytelling
Deck
Simple
Sell Sheet
Consistent Programming
Consumer Campaign
Awards &
Accolades
Winemaker
PR
POS
Off + On
Channels
Liquid to Lips Samplings