Daryl brings more than 35 years of experience in financial services, accounting, and real estate, with a deep background in marketing and client advisory work. She has a systems-thinking approach to business growth.

Throughout her career, she has seen firsthand how top-performing professionals often hit a ceiling, not because they lack expertise, but because their operational systems can't scale with their success. The administrative burden of managing pipelines, nurturing leads, and maintaining client relationships eventually consumes the time meant for high-value advisory work.

Evergreen AI Consulting was founded on a simple premise: AI should support relationships, not replace them.

That premise is exactly why Daryl moved beyond the traditional CRM (Client Relationship Management) system. A CRM tracks contacts and transactions - it was never built to protect the relationship itself. So Daryl built ERMS (Evergreen Relationship Management System), an operating system designed around the relationship, not just the record of it.

By deploying workflows to handle repetitive operational and marketing tasks, Daryl helps service-based businesses reclaim their time. Her approach isn't about replacing the human touch with cold automation. It's about building intelligent infrastructure that frees you up to be more present, more strategic, and more impactful for your clients. You gain time for other things!

And ERMS is just the beginning. There's so much more being built on this foundation - stay tuned.