About Me

With a rare blend of financial planning expertise and deep IT proficiency, I bring a strategic and tech-forward approach to serving clients. As a trusted financial advisor and the go-to tech resource within my firm, I’ve built a reputation for simplifying complex problems—whether it's crafting tailored retirement strategies or automating reporting systems using Python, Excel, and VBA. My core values—clarity, integrity, and innovation—drive me to deliver solutions that are not only financially sound but also operationally efficient. I stand out by bridging the gap between personal finance and technology, helping both clients and teams make smarter, faster, and more informed decisions.

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Projects