CTO, GOAT Leads · Founder, LeadsBakery · Business Systems Consultant
You’re not hiring a consultant.
You’re hiring the
operator.
I run $3M+/month in insurance ad spend, architect the lead systems behind 16,000+ agents, and build the operating infrastructure most consultants only make slide decks about.
I do 3 of these a week.
- Your leak stage, named.
- What the math looks like fixed.
- The one change I’d make first.
- The recording and notes. Yours whether we work together or not.
Show up with your numbers. If the teardown isn’t useful in the first 10 minutes, we call it there. No pitch.
Unique consumer leads on the GOAT Leads platform — and counting.
Margin noteThat’s a real operator, not a stock photo. Full story →
Interactive
The funnel math you don’t know.
You don’t need percentages — you know your counts. Plug in a week of raw numbers and watch your real conversion math appear on the arrows.
Go deeperI wrote the full breakdown on unit economics — Unit Economics of Scaling Agency Systems →
Receipts
$38M+ managed. Two platforms. One operator.
Not a guru screenshot — the actual ad accounts under my management. Meta and Google, side by side, with the dates to prove it.
$30,113,707 on Meta.
Eleven insurance ad accounts under my management, spending between Jul 2024 and Jul 2026. Every campaign built inside Meta’s financial-services compliance rules from day one — because at this volume, a banned account isn’t a setback, it’s a catastrophe.
How it’s doneThe exact playbook behind this spend — Insurance Facebook Ads Playbook →
And $8,102,912.50 more on Google.
Search and YouTube demand capture running alongside the Meta engine — 6.7M clicks, 443M impressions. Most insurance marketers pick one platform. I run both, because your buyers don’t live in one place.
Operating at scaleWhat managing millions a month actually looks like — Managing $3M/Month in Insurance Ads →
What I do
Three ways to plug me in.
Insurance Agency Scaling
Done-for-you customer acquisition for agencies, IMOs, and FMOs spending $50K–$500K+/month. Compliant Meta & Google campaigns, custom funnels across six insurance verticals, real-time lead distribution to your dialers and CRM — all tracked against P&L unit economics, not vanity metrics.
Explore agency scaling →First principlesWhy agencies need systems, not just leads — Why Insurance Agencies Need Lead Systems →
Business Systems Consulting
For growth-focused owners who want the machine behind the marketing. Workflow bottleneck audits, CRM architecture and data pipelines, financial modeling and margin visibility — the Big-4-meets-operator rigor that makes companies efficient, effective, and significantly more profitable.
Explore systems consulting →Lead Infrastructure, Done-For-You
The unsexy part nobody posts about: automated lead qualification, speed-to-lead routing, agent distribution logic, and the telecom stack underneath it. I’ve built this for GOAT Leads at 16,000+ agents — I can build it for you.
Talk infrastructure →Two ways in. GOAT Leads is your marketing partner: the platform, the systems, and the lead engine behind 16,000+ agents. Or work with me directly as a private client and I’ll build the machine inside your business.
Not sure which door?That’s what the teardown is for — book one here →
Social proof
What agency owners actually say.
He helped me get my campaign set up, then continued to help me lower my cost per lead and answer any questions I have. Jeromy gets my highest recommendation.
Hands down our go-to recommendation for Final Expense leads — he kills it with Medicare as well. Leads are booking time on agents’ calendars before the agent has even contacted them. Crazy.
Incredible ROI on FB leads. Hands down, no questions asked — best leads I’ve ever bought.
Read the full reviews — 4× ROI, 11 of 14 leads booked in 2 days, and more →
Built different
The finance brain behind the ads.
Most marketers never read a P&L. I used to audit them.
I started at Ernst & Young, then Grant Thornton — Big 4 auditor, CPA track, financial models all day. Then a CFO role. Then a bankruptcy that took my identity along with my bank account — and a reckoning that rebuilt my life on faith in Jesus Christ.
I fell into insurance leads almost by accident. What I found: my finance background was an unfair advantage. I don’t see cost-per-acquisition as a marketing metric — I see it as a P&L line item that decides whether your business survives. That lens became the engine behind LeadsBakery, three Two Comma Club awards, and eventually the CTO seat at GOAT Leads.
My priorities haven’t moved: God first, then my wife Hope and our four boys, then the work. My Thai heritage runs deep — hard work, respect, gratitude — and it shows up in how I treat clients and build teams.
Free download
The $3M/Month Ad Playbook
Seven strategies I use to scale insurance lead generation for high-volume agencies spending $100K+/month. The exact framework behind $3M+ in monthly managed spend.
- ✓ The scaling framework behind $3M/mo in ad spend
- ✓ How to hold efficiency as you increase budget
- ✓ The automation stack that replaces 3 full-time employees
Start here insteadPrefer the long-form version? The Insurance Facebook Ads Playbook →
Straight answers
Questions owners actually ask.
Do you only work with insurance agencies?+
No. While insurance customer acquisition and agency scaling is my deepest vertical ($38M+ managed ad spend, 1.63M+ unique leads), I also provide hands-on Business Systems & Efficiency Consulting to growth-focused business owners across industries who need operational workflows, CRM data architecture, and unit economic financial models built to scale profitably.
What size agency do you work with?+
I work best with IMOs, FMOs, and agency owners spending $50K+/month on lead generation — or those ready to scale to that level. The infrastructure I build is designed for high volume; below roughly $50K/month, it’s usually more than you need yet.
Do you manage the ad spend, or just advise?+
Both — it’s done-for-you. I architect the system, build the funnels and automation, and hands-on manage the ad accounts. I’m currently managing $3M+/month in ad spend across clients. You’re hiring an operator, not a consultant who hands you a slide deck.
Which ad platforms do you run?+
Primarily Meta (Facebook and Instagram), where the majority of my $3M+/month runs, plus Google Ads. Every campaign runs inside Meta’s financial-services compliance rules from day one.
How much does it cost to work with you?+
It depends on scope — whether you need full lead-gen infrastructure, ad management, CRM and automation, or all of it. Rather than quote a generic number, I scope each engagement to your product lines and growth target on a funnel teardown call. Book one here and I’ll give you a clear picture.
Vetting a vendor?Get the 10-question checklist before you sign anything — Lead Vendor Vetting Checklist →
For the skeptics
Burned by lead vendors before?
- The “exclusive” lead, sold to five agents.
- The rep who disappeared the day after you signed.
- The CPL math that never quite added up.
I learned this business from the broke side. When I couldn’t afford vendors anymore, I learned to generate my own leads. That skill became $38M+ in managed ad spend and 1.63M+ unique leads through GOAT Leads.
Here’s the line: a vendor sells you leads and disappears. A marketing partner builds the machine with you and shows you the math. GOAT Leads is a marketing partner. So am I.
You’re not hiring another vendor. You’re hiring the operator who builds the machine with you, and shows you the math.
Operator noteIf a vendor can’t show you their own funnel math, walk away.
Get your free funnel teardown →Ready when you are
You’ve seen the receipts.
30 minutes. A free audit of your acquisition and a clear scaling roadmap — whether we work together or not.
Get Your Free Funnel TeardownI do 3 of these a week.
- Your leak stage, named.
- What the math looks like fixed.
- The one change I’d make first.
- The recording and notes. Yours whether we work together or not.
Show up with your numbers. If the teardown isn’t useful in the first 10 minutes, we call it there. No pitch.
Calendar not loading? Open the booking page in a new tab →