My passion is guiding individuals, families and business owners through life's most complex financial decisions with clarity, confidence, and purpose. Bringing the structured mindset of a U.S. Navy veteran and the precision of a CERTIFIED FINANCIAL PLANNER®, I lead clients to optimum operational efficiency. With over a decade of experience in financial advisory and a background in IT consulting, I bring a unique perspective to the planning process—one that values both personal connection and process optimization.
My mission is to deliver strategic, fiduciary-centered financial guidance while simultaneously driving innovation behind the scenes. From automating reporting systems to refining internal workflows, I leverage technology to support firm-wide scalability, reduce inefficiencies, and elevate the client experience. By bridging financial planning and systems thinking, I aim to be a catalyst for sustainable growth—for both the clients I serve and the team I work alongside.
Comprehensive financial strategies with a fiduciary approach to client success
Translation of complex financial concepts into actionable client insights
Engineering solutions to organize client data, advance CRM hygiene, and support scalable advisory operations
Advanced data reporting and macro automation for business efficiency
Protecting sensitive financial data with modern security best practices
Resolving IT challenges to maintain operational continuity
Built with Python and VBA to streamline client reporting. Reduced preparation time by 60% while improving accuracy and consistency of firm reporting and documents.
Designed and implemented a Python-based utility to clean, deduplicate, and restructure client data within the firm's CRM system. The solution reduced manual data entry, improved record accuracy, and supported scalable advisor workflows. This tool now plays a central role in maintaining a high-integrity client database used across multiple departments.
Built a hybrid automation system using Python (win32com), Outlook VBA, and custom rule sets to streamline email triage, automate recurring communications, and surface action items.
Created a streamlined workflow system using custom-built templates, with shared resources, to standardize advisor-client meeting prep, note-taking, and follow-ups.