Leadership

Institutional-quality leadership. Contractor-grounded execution.

OperatorONE brings together leaders from home services, global operations, enterprise growth, finance, AI, and value creation—because the contractor lifecycle cannot be operated as a collection of disconnected specialties.

One accountable operating team

Built to carry the whole operating responsibility.

The team is intentionally multidisciplinary. Each leader brings depth in a critical domain; together, they connect demand, customer engagement, workforce execution, technology, economics, and strategy into one performance system.

Chairman & Chief Executive Officer

Lynn Wise

A rare skilled-trades operator who combines firsthand plumbing and heating ownership with IBM technology experience and a proven record of building scalable contractor operations.

Experience & OperatorONE Relevance

Lynn’s career uniquely spans the three environments OperatorONE must unite: the day-to-day reality of the skilled trades, the disciplined application of enterprise technology, and the construction of scalable operating infrastructure for contractors. She began in the trades as a dispatcher and advanced to general manager and part-owner of a plumbing and heating company. She therefore understands firsthand the pressure of answering demand, coordinating people and schedules, protecting customer relationships, controlling financial performance, and carrying responsibility when operating gaps reach the owner. Lynn then expanded that practical foundation through roles at Yellow Pages and IBM, gaining experience with technology, customer engagement, and the disciplined application of sophisticated systems to service businesses. She did not leave those lessons at the enterprise level. As founder and CEO of Contractor in Charge, Lynn translated them directly back into the trades by building a scalable model for 24/7 customer engagement, appointment booking, bookkeeping, and controller support. That rare progression—from contractor operator, to IBM, to builder of a national contractor-support platform—is central to OperatorONE. Lynn knows the owner’s world, understands what institutional-quality technology and discipline can accomplish, and has already demonstrated how to convert both into practical execution for HVAC, plumbing, electrical, and irrigation contractors.

Lynn is the founder and CEO of Contractor in Charge, a former plumbing and heating company operator, an IBM and Yellow Pages veteran, a Profit First Professional, a QuickBooks ProAdvisor, and the author of Build It!, Grow It!, Sell It!—Nine Steps to a Thriving Contracting Business.

Chief Operating Officer

Bob Shiflet

A senior enterprise-risk and operating leader with nearly three decades of experience building accountable, technology-enabled systems across complex global organizations.

Experience & OperatorONE Relevance

Bob retired from Wells Fargo in 2023 as head of the firm’s Second-Line Fraud & Insider Threat Risk Oversight organization, concluding nearly three decades of leadership in fraud risk management. At Wells Fargo, he also led Enterprise Fraud Risk Management and served on the Wells Fargo Management Committee. Previously, Bob was Vice President and General Manager of FICO’s Fraud, Security & Compliance business and held senior global fraud operational leadership roles at Citigroup and Bank of America. Across those positions, he was responsible for functions in which fragmented ownership, inconsistent execution, weak controls, or failed handoffs could create significant financial and reputational consequences. Success required enterprise-wide governance, disciplined processes, clear decision rights, integrated technology, reliable reporting, and accountability across large, interconnected teams. Those disciplines translate directly to the challenge OperatorONE addresses in the skilled trades. At OperatorONE, Bob defines how the operating model is governed and executed: establishing standards, management cadence, controls, escalation paths, performance measures, and cross-functional accountability. His role is to ensure that demand generation, customer engagement, scheduling, field execution, finance, and retention function as one managed system—shielding the contractor owner from operating complexity while preserving clear accountability for results.

Bob has served on MasterCard’s Global and U.S. Fraud Advisory Councils, Visa’s Executive Risk Committee, and as chair of the FSR Identity Theft Assistance Center Board. He continues to advise The Knoble, IronVest, and Spear Agentic AI.

Education

United States Military Academy at West PointBachelor of ScienceGeneral Engineering, focus in Civil Engineering

EWApproved portrait pending

Chief Revenue & Growth Officer

Erika Wise

An accomplished technology and business executive with more than 25 years of experience leading enterprise sales, strategic partnerships, and global client relationships for major financial institutions.

Experience & OperatorONE Relevance

Erika leads sales and business development for OperatorONE. She began her career at IBM, where she completed the company’s Global Sales School and spent 12 years serving financial-services clients in Chicago and on Wall Street. In 2011, she joined FICO and spent the next 15 years leading the company’s largest global banking relationship across North America, Europe, Asia-Pacific, Latin America, and the Middle East. She built and expanded executive partnerships while helping sophisticated institutions navigate complex technology and business-transformation initiatives. That experience is directly relevant to OperatorONE because the company is introducing a fundamentally different operating model—not selling another stand-alone product. Contractor owners must understand how disconnected processes, weak handoffs, inconsistent execution, and financial leakage affect their economics, and how transferring operating responsibility can change performance and enterprise value. Erika brings the experience to lead that conversation credibly. She learns how each prospective client’s business makes and loses money, translates OperatorONE’s full-scope model into a clear business case, and guides owners from initial education through partnership formation. Her focus is building and scaling OperatorONE while bringing the disciplines of world-class enterprise organizations to the home-services industry.

Erika completed IBM’s Global Sales School, spent 12 years serving financial-services clients in Chicago and on Wall Street, and spent 15 years leading FICO’s largest global banking relationship across North America, Europe, Asia-Pacific, Latin America, and the Middle East.

Education

University of North Carolina Wilmington, Cameron School of BusinessBachelor of Science in Business AdministrationManagement Information Systems

Chief Financial Officer & Treasurer

Joe Williams

A CPA, transaction advisor, and former private-equity-backed contractor CFO who understands exactly how operating inconsistency becomes financial leakage, integration risk, and lost enterprise value.

Experience & OperatorONE Relevance

Joe brings extensive experience in financial diligence, transaction accounting, quality-of-earnings analysis, financial modeling, valuation support, and the financial and operational evaluation of acquisitions. As CFO of private-equity-backed Royal House Partners, he worked inside a rapidly growing, multi-brand HVAC, plumbing, and electrical services platform that completed 15 acquisitions in approximately 18 months. He directly evaluated acquisition opportunities, assessed working-capital and earnings considerations, supported transaction execution, integrated acquired companies, and managed the financial demands of sustained acquisition-led growth. He also experienced firsthand how inconsistent systems, fragmented reporting, duplicated costs, uneven operating practices, and poor visibility can undermine a contractor platform—even when its individual businesses, employees, and technology appear sound. Through D.V. Marshall Company, Joe prepares businesses for buyer and lender scrutiny, identifies issues affecting valuation and transaction structure, evaluates historical and projected performance, and supports negotiations and diligence through closing. At OperatorONE, he applies that combined CPA, CFO, transaction, and contractor-platform experience to connect job-level economics, margin, billing, working capital, reporting, controls, and capital allocation. His responsibility is to ensure that operating performance becomes visible in reliable financial information, converts into cash flow, supports disciplined decisions, and ultimately strengthens the quality and defensibility of enterprise value.

Joe is an actively practicing investment banker and CPA who works directly with private-equity firms, strategic buyers, lenders, and transaction professionals evaluating businesses like those OperatorONE serves. That current market perspective—combined with his experience as CFO of a contractor platform that completed 15 acquisitions in approximately 18 months—is available to OperatorONE clients as they strengthen financial quality, prepare for scrutiny, and build enterprise value.

Education

Texas A&M University, Mays School of BusinessBachelor of Business AdministrationAccounting

Chief Technology Officer

Utku “Dave” Kaynar

A field-service technology builder focused on turning AI and workflow automation into practical operating capacity.

Experience & OperatorONE Relevance

Dave has more than 15 years of experience building and scaling software, workflow, and AI-enabled businesses. As co-founder and CEO of OnePath, and through his work building Buck AI, he has focused directly on the contractor operating environment—using agentic AI to answer, qualify, follow up with, and book customer opportunities while integrating with field-service systems. His experience spans SaaS product development, workflow optimization, lead-management automation, systems integration, and contractor technology partnerships. That background is important because OperatorONE does not ask each client to select and manage another assortment of applications. The technology must support one standardized operating model, reinforce the playbooks used by people, preserve information through every handoff, and create reliable visibility into performance. At OperatorONE, Dave owns that architecture. He determines how systems, data, automation, and human workflows fit together; converts repetitive work into scalable operating capacity; and ensures technology is configured around the process rather than forcing the process around the tool. His role is to make sophisticated technology practical, dependable, and largely invisible to the contractor owner—an embedded part of how OperatorONE delivers accountable outcomes rather than another solution the client must learn, integrate, and manage.

Dave co-founded OnePath, built Buck AI, and has more than 15 years of experience in software, SaaS, workflow automation, and systems integration. His work focuses on practical technology that captures demand, removes repetitive work, and improves execution for contractors.

Education

Gazi University, Faculty of EngineeringBachelor of ScienceMechanical Engineering
İstanbul Bilgi University, BİLGİ GraduateMaster of Business AdministrationMarketing

Chief Strategy Officer

Dennis Marshall

An investment banker and strategist who connects improved contractor performance to strategic optionality, institutional credibility, and maximum transaction value.

Experience & OperatorONE Relevance

Dennis sets corporate strategy for OperatorONE and brings more than 25 years of experience at the intersection of strategy and finance. As founder and managing director of D.V. Marshall Company, he advises founders, family-owned businesses, boards, and management teams on decisions affecting ownership, growth, liquidity, and the long-term direction of privately held companies. His perspective combines investment banking and transaction advisory work with experience as an equity owner, investor, and CFO of operating companies. He has risked his own capital, helped build and expand an international business platform, guided acquisition-led growth, addressed difficult ownership and capital-allocation decisions, and participated in multiple successful exits. His transaction experience includes business sales and acquisitions, strategic-alternatives analysis, founder-led combinations, acquisition strategy, negotiation, diligence, and execution across management teams, lenders, attorneys, accountants, and other advisors. For OperatorONE’s skilled-trades clients, that breadth matters: Dennis understands how sophisticated private-equity and strategic buyers evaluate earnings quality, scalability, management dependence, process discipline, risk, transferability, and growth. He ensures OperatorONE’s operating improvements do more than lift current profit—they build more durable, institutionally credible contractors with stronger strategic choices and the ability to command maximum value when ownership decides to transact.

Dennis is an actively practicing investment banker who works with the private-equity firms, strategic buyers, lenders, and transaction professionals acquiring privately held businesses, including companies in the skilled trades. OperatorONE clients benefit directly from that current market perspective: how sophisticated buyers assess earnings quality, scalability, risk, management dependence, transferability, and value—and what must be built before an owner chooses to transact.

Education

DePaul UniversityBachelor of ArtsEconomics and International Studies, Summa cum Laude
The University of Chicago, Harris School of Public PolicyMaster of Public PolicyFinance and Public Finance

Leadership with operating responsibility

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